Jason Alfonso, co-founder of alfonso|conrad, is located in Loomis, California. An Investment Advisor Representative (IAR) for Independent Financial Group, LLC. Jason holds FINRA Series 6,7, 24, 63 and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, Jason represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Jason offers both institutionally managed programs to his clients as well as fee based consulting.
A specialist in retirement planning, Jason is frequently invited to present educational seminars for schools, colleges, and professional education organizations. With a BA degree From Oregon State University and 19 years of professional financial experience, Jason has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). As the son of two educators, Jason was immersed in, and gained knowledge of, the educational system enabling him to explain difficult subjects in a style that is easily understood.
Married to his wife Cara, a principal at a local elementary school, for over 11 years and the father of twins, Jason has lived in the Loomis, California area for the better part of 25 years, where he attended local schools. After an absence to finish college, establish his career, and to marry, he returned to Loomis with his family.
Jason's personal interests center on his family and competing in basketball and golf.
CA Insurance Lic.# 0B87029