Jason Lavely, Financial Advisor located in San Diego, CA

Financial Advisor
Jason M Lavely

CFP®, CEPA®, AAMS®
3007 Clairemont Dr Suite E, San Diego, CA 92117opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Health & Nutrition
  • Yoga
  • Traveling
  • Hiking
  • Football

Team Members

  • Liz Garcia
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(619) 276-9035

Fax

(866) 462-6960

Office Address

3007 Clairemont Dr Suite E
San Diego, CA 92117opens in a new window

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