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Jason Rogers, AIF®, CWS®

Director, Wealth Advisor Relations

Jason Rogers, AIF®, CWS®

Jason Rogers is a strategic and ambitious financial services executive with over 25 years of experience.1 He currently serves as the Director of Wealth Advisor Relations at the San Diego Foundation.1

Education

  • Point Loma Nazarene University1

Experience

  • Director, Wealth Advisor Relations at San Diego Foundation1

Jason Rogers' LinkedIn username is jrogsd.1

Highlights

Aug 26 · linkedin

Attention Professional Advisors!

Mark Your Calendars for the San Diego Foundation Professional Advisor Symposium: "Transforming Wealth into Impact: Advisors Empowering Charitable Giving"

Date: Thursday, October 10, 2024   Time: 12:30 p.m. – 5:30 p.m.   Venue: Farmer & The Seahorse   Address: 10996 Torreyana Rd, Ste 240, San Diego, CA 92122

Aug 21 · linkedin

Many financial advisors and estate planning professionals focus on managing cash flow and minimizing estate taxes for their clients. However, one strategy that is often overlooked is leveraging retirement plan assets to maximize charitable contributions. #FinancialPlanning #EstatePlanning #RetirementPlanning #CharitableGiving

Related Questions

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Jason Rogers, AIF®, CWS®
Jason Rogers, AIF®, CWS®, photo 1
Jason Rogers, AIF®, CWS®, photo 2
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Location

San Diego, California, United States