Meet The Team
Jason Browne, ChFC, AIF
A frequent guest on CNBC, Bloomberg, Nightly Business Report, Fox Business, TD Ameritrade Network, Moneylife, and in numerous print publications, Jason is best known for general market commentary, tactical asset allocation ideas, and mutual fund/ETF selections. A Chartered Financial Consultant (ChFC), Jason is also an experienced, caring, and creative financial planner and Investment Advisor; passionate about helping investors live free and fulfilling lives.
By making complex concepts simple, practical, and accessible, Jason empowers others through educational seminars and speaking engagements including for American Association of Individual Investors (AAII), retirement communities, CFA Society and other educational venues.
Jason has been an investment advisor since 1995 with roles including Chief Investment Officer, Chief Investment Strategist, President of a series of mutual funds, Portfolio Manager, Investment Advisor and Financial Consultant.
Jason earned his MBA from St Mary’s College in 2008 and his BA from San Francisco State University in 1994.
Advisor - Consultant
Marty is a sincere, trusted and experienced investment advisor, having launched an independent firm in 1998 to manage investments for individuals and the excess reserves for corporations, associations, municipalities and charities.
Having previously spent 17 years as CFO for the California Association of Realtors, Marty has extensive experience developing and implementing company retirement plans, managing corporate reserves for both non-profit and for-profit enterprises, serving as a fiduciary with accountability for the integrity of complex financial statements, and creatively integrating insurance, investments and budgeting to efficiently manage risks, maintain liquidity and fund both current and long-term objectives.
Marty is currently a Docent at the Ronald Reagan Presidential Library and has served in the American Peace Corps, as President of the Castaic Lions Club, been a Member of both the Castaic Town Council and LA County Vector Control Commission and has been a fundraiser for the MS Society and American Cancer Society.
Marty earned his MBA from USC in 1971 and BS from CSU, Long Beach in 1966.
Advisor - Life Agent
Alexis has excellent analytical and communication skills and is a wonderful resource for research projects, presentations, editorial assistance and website design. She is currently pursuing a double major in economics and finance at Lehigh University where she is a member of an investment committee that manages part of the school’s endowment and a lead fellow in a peer-to-peer learning program focused on communication.
Alexis was recruited to Lehigh to play division 1 golf and was honored as an Academic All-American. She does not currently provide investment advice but is licensed to sell life and long-term care insurance.
Back Office, Compliance and More
Instead of forming an independent RIA (registered investment adviser), Jason decided to align the breadth of his experience with an RIA partner that would allow him to pursue a true fiduciary relationship with his clients. The RIA role is to take care of our compliance, reconciliation and billing functions, software/technology solutions, interaction with custodian partners such as Schwab, Fidelity and TD Ameritrade, and support our marketing efforts.