Jason Lina

MBA, CFA, CFP®

Resource Planning Group

Financial Advisor

Jason Lina

MBA, CFA, CFP®

Resource Planning Group

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Lina, MBA, CFA, CFP®

Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country

Jason Lina is a Atlanta, GA fee-only financial planner. Resource Planning Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jason Lina is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

RPG is one of the largest NAPFA (National Association of Personal Financial Advisors) firms in Atlanta. Our principal owners are John E. Howard and Georgia F. Howard.

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.

Fee-Only® services

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • Financial Planning Association
    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

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Office Locations:

  • 10 Glenlake Pkwy
    Suite 150
    Atlanta, GA 30328

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