MBA, CFA, CFP®
Resource Planning Group
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Jason Lina is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ with over 15 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College.
His passion as a financial planner is helping families with young children through this complex, important, and time-constrained stage of life. That means
- coordinating items such as tax planning, investments, college planning, budgeting, and estate planning in one place;
- accommodating early morning or after hour meetings;
- not setting fee schedules that ignore mid-career professionals;
- simplifying difficult concepts;
- helping prioritize the most important near-term needs;
- delivering through technology; and
- providing peace of mind.
In his role at Resource Planning Group, he helps clients to simplify their financial lives and make informed financial decisions. This involves establishing a dynamic financial plan that then is used to help make decisions on a range of issues including tax and estate planning, insurance evaluation, college planning, and portfolio construction.
Jason Lina is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Founded in 1991, Resource Planning Group, Ltd. provides wealth management and financial planning solutions. We serve families, entrepreneurs and executives through all stages of life: mid-career, late-career, and retirement.
We are a small, robust firm offering a very different experience from large financial institutions. Our clients become family to us, as we create long-lasting, personalized relationships for providing truly tailored financial guidance.
As a Fee-Only® Registered Investment Advisory firm, RPG provides 100% Fee-Only® services. We do not sell insurance, annuities or products. We accept no commissions on products, referral fees or any other compensation from third parties.
Our objectivity benefits you as the client, because we are 100% focused on the active, comprehensive management of your financial future. Our compensation is a percentage of assets under management, and all planning work is included in this fee schedule.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jason Lina is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jason Lina is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jason Lina is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jason Lina
10 Glenlake Pkwy
Atlanta, GA 30328