Jason Friese, Financial Advisor located in Placerville, CA

Financial Advisor
Jason Friese

CFP®, CEPA®, CRPS™
2808 Mallard Ln Suite B, Placerville, CA 95667opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Values and Faith Based Investing
  • Business Retirement Plans
  • Retirement Income Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Camping
  • Hiking
  • Reading
  • Spending Time with Family
  • Board Games

Team Members

  • Amanda Glass
    Sr. Branch Office Administrator
  • McKenzie Bell
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 03:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(530) 621-1014

Fax

(833) 425-0146

Office Address

2808 Mallard Ln Suite B
Placerville, CA 95667opens in a new window

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