Our Story

Our story originates just before the 2008-2009 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 called Willow Glen. The restaurant's name was Mio Vicino which means "my neighbor." 

Prior to the financial crisis, his mother hired a “financial advisor” to help them with their financial and retirement planning. Unfortunately, instead of comprehensive fiduciary financial advice, his mother was sold a myriad of inappropriate insurance products by a commissioned salesperson. We believe with better planning, his family would have had a much better response and outcome to the economic situation.

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 journey of financial self-discovery to learn everything he could about financial planning and wealth management to help himself and those around him. The culmination of this journey was launching Keep It Simple Financial Planning in 2016.

The mission of Keep It Simple Financial Planning is to deliver elite-level financial advice in a simple way.

We encourage you to read more about our investment philosophy and why we believe “keepings things simple” is the best way to manage your finances. From there, review our Life Stages tab to learn more about our offerings.

To avoid conflicts of interest, Keep It Simple Financial Planning is a fiduciary, fee-only financial planning and wealth management firm. We are based out of Orange, California, and serve clients in over 30 states virtually.

Learn more about why fee-only financial advice is in your best interest.