JASON J. HAMILTON, CFP®, CRPC®

Jason J. Hamilton, CFP®, CRPC® is a Certified Financial Planner™ and Chartered Retirement Planning Counselor® who helps high-performance professionals and high-net-worth investors create alignment with their abundance so they can live in flow with their wealth and serve their purpose. After coaching clients on their finances for over a decade and over six years as a registered investment advisor, he knows what helps clients go from chaos to serenity with their finances. 

As a Certified Financial Planner™, he also brings the technical expertise, education, experience, and ethics requirements investors are looking for to help them achieve their goals, lower their taxes, and optimize their income and investment returns.

Jason is the founder of Keep It Simple Financial Planning, a fee-only registered investment advisor, managing over $40 million in assets for his clients. He is also the Head of Family Financial Coaching at his family's nonprofit IDEAL, a community development corporation, located in East Los Angeles. 

Jason completed his undergraduate education at UC Irvine and holds a graduate certification in Personal Financial Planning from UCLA and a Certificate in Blockchain and Digital Assets® from the New York Institute of Finance and Digital Assets Council of Financial Professionals.