Fee-Only Financial Planner serving the Austin, TX area and Nationwide
Jason W. Self, CFA, CFP® has 15 years of experience in private wealth management as a high net worth portfolio manager. Jason’s background includes co-managing the investment models for the Wells Managed Portfolio Group. In this role, he was responsible for the strategic and tactical asset allocation as well as investment selection of billions of dollars in assets. He has experience as an equity research analyst covering the semiconductor industry. He has an affinity for technology and previously worked as an associate product engineer in the advanced vehicle systems division of Motorola Semiconductor.
Jason prides himself on his ability to relate to a wide range of client backgrounds and personalities. He believes that every client is unique and that it takes skill and experience to help ensure that investments are properly matched to each particular client. His clients have included Nobel laureate scientists, university presidents, and other world-renowned academics. Jason’s personal background is more modest. His father was a pipefitter literally born on the family ranch and his mother was an elementary school teacher. This wide range of experiences helps Jason relate to people with many different backgrounds.
Before founding Resonance Financial, Jason spent 7 years as a senior portfolio manager for TIAA-CREF Trust Company covering the southwestern United States. His private wealth management experience includes high net worth, ultra-high net worth, foundations, profit sharing plans, and executive compensation plans. He personally managed over $400 million in assets for his clients while maintaining a very high retention rate. He was also a portfolio manager for 6 years with Wells Fargo with over $300 million in AUM.
Jason is a magna cum laude graduate of Texas State University with a degree in Finance. He is a Chartered Financial Analyst charterholder and a Certified Financial Planner™ professional. He is a member of the CFA Austin Society, CFA Institute, and the National Association of Personal Financial Advisors. Jason has been rated as a 5-star advisor by Paladin Research.
Jason is a life-long Texan who lives in the Steiner Ranch area of Austin. He has been married for 16 years to his lovely wife, Kim. They have a 8-year old daughter named Kaida and 6-year old twin boys named Jaron and Jordan. He enjoys, golf, hiking, tennis, and coaching youth soccer.
Jason Self 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
Passion, Integrity, Performance
Our core values drive everything we do as an independent and privately-owned wealth management firm dedicated to helping our clients meet their financial goals. We are a fiduciary who does not have the conflicts of interest often present at larger firms. We are 100% fee-only with no commissions or other compensation generated from the advice we give or the investment choices we make.
The firm provides goal-based financial planning and asset management by an experienced portfolio manager who has attained the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications. Our fees are competitive while providing customized investment solutions and excellent service. We are located in Austin, but have clients across Texas as well as other states.
We never have custody of client assets. We work with Schwab Institutional who acts as custodian for our clients’ accounts. Your assets will be safely held in individual accounts in your name. You receive confirmation from the custodian of all transactions, have online access to your account, and receive paper or electronic statements.
More detailed information is available throughout this site. If our investment philosophy resonates with you, please contact us at 512-520-5966 or info@RezFin.com.
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 Self 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 Self 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 Self is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact Jason Self
6500 River Place Blvd
Building 7, Suite 250
Austin, TX 78730