Jason Alfonso, co-founder of alfonso|conrad, is based in Loomis, California. As an Investment Advisor Representative (IAR) with 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 full spectrum of investments. As an IAR, he offers both institutionally managed portfolios and fee-based consulting services.
A specialist in retirement planning, Jason is frequently invited to present educational seminars for schools, colleges, and professional education organizations. He holds a BA from Oregon State University and brings 30 years of professional financial experience, Jason has developed extensive knowledge of both the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). As the son of two educators, he grew up immersed in the educational community-giving him a unique ability to explain complex financial topics in a clear, approachable way.
Jason has lived in the Loomis area for most of the past 52 years, attending local schools before leaving to complete his education, begin his career, and marry. He and his wife, Cara-an elementary school principal-have been married for more than 21 years and are the proud parents of twins.
Outside of his professional work, Jason's interests center on family, basketball and golf.
CA Insurance Lic.# 0B87029