Meet the Team
Jason J. Hamilton, CFP®, CRPC®, CBDA
Jeanette du Plessis
Jason J. Hamilton, the founder of Keep It Simple Financial Planning, is a CERTIFIED FINANCIAL PLANNER® professional, the highest certification in the financial planning field. His expertise extends further with designations as a Chartered Retirement Planning Counselor® and Certified in Blockchain and Digital Assets.
As a Performance Neuroscience Certified Coach, Jason helps clients integrate the power of flow science with time-tested principles of wealth management to transform their relationship with wealth, overcome limiting beliefs, and become powerful wealth accumulators. He guides clients to get into flow with their wealth, optimizing their financial potential.
Driven by a passion for education and teaching, Jason's journey began as a Calculus and Chemistry tutor in college, where he considered becoming a college professor. Today, he impacts the world through financial education, working with local non-profits to teach personal finance and success habits at high schools and universities like UC Irvine and UC Davis.
Beyond his work at Keep It Simple Financial Planning, Jason is married to his wife, Dorima, and has one beautiful daughter, Penelope. Jason hosts financial education and personal development programs at Keep It Simple Wealth Academy (not affiliated with the firm) and online through social media.
Our Expertise and Offerings
Since our founding, Keep It Simple Financial Planning has provided financial advice to hundreds of clients planning for retirement in over 30 states, specializing in helping retirees and pre-retirees save taxes, enjoy their savings without stress, and make the most of their investments.
At KISFP, we offer a unique service for young, high-performance professionals who earn substantial incomes but may lack the background to effectively build wealth. Our financial planning system for wealth accumulators is a powerful process designed to optimize the most impactful aspects of your financial situation. Learn more.
At Keep It Simple Financial Planning, we are dedicated to helping our clients align with their wealth. We aim to be your partner on your financial journey, guiding you towards financial success.
JASON J. HAMILTON, CFP®, CRPC
Jeanette is our Client Service Specialist here at Keep It Simple Financial Planning. As your Client Service Specialist, she looks forward to meeting and working with you, as she will be helping to assist you during your financial journey ahead.
Jeanette majored in Global Studies with a focus in Governmental Tourism from the University of Monterey Bay. While studying abroad in Japan, Iceland, and Spain, she learned about their culture and history. This included studying their languages as well as Italian and french.
After graduating, she had planned to work within the library system, but upon meeting Jason and seeing how dedicated he was to helping people she joined the team. She will be your liaison for a world class experience at Keep It Simple Financial Planning.