Photo of Jason Romano
Jason Romano
Principal
CFP®
jason.romano@mossadams.com
(310) 295-3731
My Profile

Industry Expertise

Private Clients

Practice Focus

Financial Planning

Biography

Jason has worked in financial services since 1994, specializing in wealth management. He leads the Private Clients group in Southern California. Jason works closely with families and business owners to provide personal financial planning and investment management services, including investments, insurance, tax, estate, and retirement.

Jason is a frequent guest lecturer on investing and financial planning at UCLA. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and holds a Series 65 license.

Professional Affiliations

  • Member, The Guardians of the Los Angeles Jewish Home

Education

  • BA, psychology, University of California, Los Angeles
  • Graduate, College for Financial Planning

Insights from Jason Romano

Article
Financial Planning and Recovery: A Guide for Disaster Victims
Navigate financial recovery following a disaster with key considerations that can help you rebuild your life.
Article
Article
Cash Management Strategies: Know Your Options, Benefits, and Risks
Market volatility and uncertainty in the banking sector could inspire investors to keep a keener eye on where they keep their cash.
Article
Article
Tax Reform: House Committee on Ways & Means Tax Proposals for Individuals
Proactively prepare for potential changes to tax law based on initial proposals. Key areas include capital gains and more.
Article
Article
Three Tax Questions to Ask Before Moving or Purchasing a Home in a New State
Learn how states apply income and estate taxes differently and how you may be impacted if you split time between two or more states.
Article
Article
Considering Selling Your Company? Evaluate These Factors First
Learn the external, internal, and personal factors you should evaluate before deciding to sell your company.
Article

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