Jason J. Hamilton, cFP®, CRPC®
Jason founded Keep It Simple Financial Planning in 2015. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor℠.
Jason specializes in helping clients solve retirement challenges like keeping taxes low in retirement, pre-Medicare healthcare planning, Social Security timing decisions, and post-retirement investment portfolio design so his clients can retire with confidence.
After working in multiple management roles in Fortune 500 companies, Jason had many life changing events that inspired him to change careers and serve clients with their financial planning needs.
Jason has a graduate certificate in Personal Financial Planning from UCLA and his bachelors degree from UC Irvine where he studied Chemistry and Political Science. He was born in San Jose, CA and now lives in Orange, CA.
He likes dogs more than cats but cats are still ok :)
Craig Stavely, MBA, CFP®, RICP®, ChFC®, CLU®, ChSNC®, CAP®, CASL®, REBC®, RHU®
Craig has been in the financial services industry since 2009 and holds the following professional designations: CERTIFIED FINANCIAL PLANNER™ Certification, Retirement Income Certified Professional®, Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Special Needs Consultant®, Chartered Advisor in Philanthropy®, Chartered Advisor in Senior Living®, Registered Health Underwriter®, and Registered Employee Benefits Consultant®.
Craig spent the first decade of his financial services career creating financial plans for advisors affiliated with large insurance companies and has an extensive understanding of many different insurance and annuity products and how they should and should not be used in your retirement income plan.
Based on his past experience, Craig has come to realize the only way to truly know that your financial advisor always puts your best interests first is to work with one affiliated with a fee-only company, like Keep It Simple Financial Planning.
Craig, born and raised in Southeastern Colorado, currently resides in Denver, Colorado and is happily married to his high school sweetheart raising three daughters.