Jason A. Smith

Jason A. Smith

| CFP®

Hausman Advisors LLC

Fee-Only Financial Planner serving the Columbia River Gorge and Portland, Oregon area.

Specialties

  • Financial Life Planning
  • Cash Flow Management
  • Evidence-Based Investing
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Planning
  • College Education Planning
  • 401(k) and IRAs
  • Financial Review
  • Employee Benefits

Our Other NAPFA Members

Visit Us

202 Oak Street
Suite 600
Hood River, OR 97031

10260 SW Greenburg Rd
Suite 400
Portland, OR 97223

Jason Smith is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

The Big Picture

What do fishery science, river engineering and financial planning have in common? Surprisingly, quite a bit. They are all professions requiring strong analytical and complex problem-solving skills! While not the typical path, it is what makes Jason’s multifaceted background as a natural resource consultant and financial planner a powerful point of distinction he brings to Hausman Advisors. A life-long learner and educator alike, Jason is passionate about helping people discover and act on what is most important to them about their wealth and their lives. His experiences and personality enable Jason to view wealth management with the evidence-based eye of an engineer, with an extensive background in asking, “Why is this so?” and “How can we make it better?”

At Hausman Advisors

Jason is managing principal and financial planner who serves our clients as their Personal Wealth Engineer. Together, he and Karen help clients create and follow their personalized financial life plan, supported by our evidence-based investment strategy.

Prior Experience

For a decade prior to becoming a financial professional, Jason was a fishery scientist and natural resources consultant, working for a globally recognized river engineering firm based in Hood River. After transitioning to financial planning in 2005, Jason became a financial advisor as a registered representative for a regional broker/dealer. He merged businesses with Robert Hausman in 2008 when he formed Hausman Advisors and assumed management of the combined firm.

Education and Credentials

Jason holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association of Oregon and SW Washington. He received a bachelor of science degree from the University of Idaho and an Executive Certificate in Financial Planning from the Pamplin School of Business, University of Portland.