Jason Lina
CFA®, CFP®
Golden Bell Financial Planning
President
Jason Lina
CFA®, CFP®
Golden Bell Financial Planning
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Lina, CFA®, CFP®
Fee-Only financial planner located in Alpharetta, GA, serving clients locally and across the country
Meet Jason Lina
Jason Lina founded Golden Bell Financial Planning LLC to deliver unbiased, holistic, customized advice and service to a limited number of clients for a reasonable fee.
He advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance.
Jason has earned both the respected Certified Financial Planner™ (CFP®) and Chartered Financial Advisor (CFA) designations, a demonstration of expertise that less than 0.5% of all financial advisors claim. He is nationally recognized as a regular financial planning columnist for Forbes Magazine and has authored personal finance articles in publications such as Money Magazine, Time Magazine, US News and World Report and on CNBC.com. He is also regularly interviewed and quoted by publications such as the Wall Street Journal, Reuters, Kiplinger Personal Finance, CBS Marketwatch, and Yahoo Finance.
Prior to founding Golden Bell, Jason was a Lead Advisor, Chief Investment Officer, and Partner at Resource Planning Group. He has previous financial planning experience as a Senior Advisor and Director of Research at DCA Global Wealth Management and institutional investment management experience at Jefferson Pilot Financial and Sun Trust Bank.
Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.
Jason Lina 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 Lina is a NAPFA-Registered Financial AdvisorThe 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 Lina
Office Locations:
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2300 Lakeview Parkway
Suite 700
Alpharetta, GA 30009
