Jason Tafoya (AIF®, CFP®)
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Jason Tafoya focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
June 15, 2023
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.