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 shares her father's passion for investing and for helping clients define and achieve their long-term goals. Alexis has excellent analytical, technology and communication skills. She developed and implemented our website, is instrumental in presentations and daily operations and is a talented trader.
Alexis is both a licensed Investment Adviser and Life Agent; allowing us to provide comprehensive estate and retirement planning solutions including life and long-term care insurance and annuities. She embraces her role as a Fiduciary and as Jason's apprentice - immersing herself in all aspects of portfolio construction, financial planning and client service.
Alexis graduated from Lehigh University's College of Business and Economics with High Honors in just 3 years as a member of the Class of 2020. She spent the first two years on Lehigh's Division 1 Women's Golf Team and was honored as an Academic All-American. She served on an investment committee that managed part of the school’s endowment and was a lead fellow in a peer-to-peer learning program focused on communication.
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.