OUR STORY
Our story originates just before the 2008 financial crisis. Before this, our founder Jason J. Hamilton’s family owned a small business: An Italian restaurant in a suburb of San Jose, CA. The restaurant's name was Mio Vicino which means "my neighbor."
Prior to the financial crisis, his family hired an advisor to help them with their financial and retirement planning. Unfortunately, instead of comprehensive fiduciary financial advice, his family was sold a myriad of insurance products. We believe with better planning, his family would have had a much better response and outcome to the economic situation. Before the end of the crisis, his parents were forced to close the restaurant due to insufficient financial resources.
On the bright side of this journey, Jason saw what his family went through and became determined to not have the same fate for himself and others in his close circle. This led Jason on a deep journey of financial self-discovery to learn everything he could about financial planning and wealth management. What started as a Google search for "How do people become wealthy?" became an obsession and now a calling. Initially reading over 100 personal finance books from the local libraries to completing the requirements to become a CERTIFIED FINANCIAL PLANNER™ the financial planning field’s highest certification, Jason founded Keep It Simple Financial Planning (Keep It Simple Financial) in 2016.
Keep It Simple Financial Planning is a fee-only financial planning firm based out of Orange, California, and serves clients in over 20 states virtually.
From our founder:
“Helping clients get into alignment with their wealth has been personally transformative in many ways.”
”For years prior to becoming an advisor, I would read online forums, where I found out about advanced financial planning education to become a CERTIFIED FINANCIAL PLANNER™. At the time, I had no knowledge of the financial planning industry. Since my company offered education reimbursement, I decided to sign up for a course at UCLA Extension. This was the beginning of my journey to become a CFP®.
I enjoyed the courses. They filled in the gaps from my prior reading and gave me a structure to the process of proper financial planning. It was actually fun! In my search to change careers, I found a group that was providing the tools and education to help advisors launch their firms, and the rest is history. I hired coaches and consultants to help me start up and learn the business and the compliance aspects of running a registered investment advisor and, in 2016, I launched Keep It Simple Financial Planning.”
Over time, Jason has obtained the Chartered Retirement Planning Counselor® and CERTIFIED FINANCIAL PLANNER™ designations. More recently, with the popularity of investing in cryptocurrencies and other digital assets, he completed a Certificate in Blockchain and Digital Assets and became a member of the Digital Assets Council of Financial Professionals.
Today, we have helped clients with financial advice in over 30 states and specialize in retirement income planning and investment management.
We also have a very special offering to help young high-performance professionals that make good incomes but may not have come from a background that taught them how to manage their finances.
Our financial planning system for wealth accumulators is a powerful process for anyone ready to optimize their financial situation. Learn more.
We are in the business of helping our clients get into alignment with their wealth.
”Coming from a lower-middle-class family, we knew how to work but I was never taught HOW to build wealth outside of one day buying a home. Investing was not part of the culture of my family. We all knew how to work hard and sacrifice. But, one thing that I teach now that I didn’t get growing up is how to turn my labor into capital that will work for me.”
We want to be your partner on your financial journey and help you do the same.
Ready to take the next step?