Jason Gittins
CFP®
Willow Creek Wealth Management, Inc.
Director of Advisory Services, Managing Partner, Senior Wealth Advisor
Jason Gittins
CFP®
Willow Creek Wealth Management, Inc.
Director of Advisory Services, Managing Partner, Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Gittins, CFP®
Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country
Meet Jason Gittins
Jason Gittins is Director of Advisory Services, Managing Partner, and Senior Wealth Advisor at Willow Creek Wealth Management.
My financial career began at Willow Creek more than two decades ago, and I am incredibly proud of the team we have built and continue to grow. In my experience, it takes both patience and enthusiasm to encourage clients to share their dreams, goals, and money-management concerns, and I truly enjoy the conversations I am able to have with clients about the thoughtful investing and disciplined planning that are critical to financial success.
My core area of expertise and interest is around tax planning, and I see every interaction with clients as an opportunity to demonstrate our value as advisors and convey our respect and appreciation for the relationship we have built together.
I am also proud to support our amazing community through volunteerism, and I have served on various nonprofit committees, including Ceres Community Project Board of Directors, Food for Thought, Sonoma County Community Foundation’s Professional Advisory Group, and Sixth Street Playhouse. I am currently a member of KRCB’s Investment Committee.
ON A PERSONAL NOTE: I am a lifelong Sonoma County resident, and I live in Santa Rosa with my family. I enjoy running, biking, and hiking in Annadel State Park.
EDUCATION:
- BA, Sonoma State University
- CERTIFIED FINANCIAL PLANNER™ professional
Jason Gittins is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jason Gittins is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jason Gittins
Office Locations:
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825 Gravenstein Hwy N
Suite 5
Sebastopol, CA 95472
