Jasen Lee Wallace,  CFP<sup>&reg;</sup> - Financial Advisor

Jasen Lee Wallace, CFP®

Associate Wealth Advisor

Weinheimer Wealth Managment

4101 Parkstone Heights Dr., Suite 210
Austin, TX 78746
FINANCIAL ADVISOR'S WEBSITE
(512) 372-8118 CONNECT WITH Jasen
  • linkedin link

General

Jasen Wallace is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Weinheimer Wealth Managment in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Ameritas Investmest Corp.

Broker-Dealer Disclaimer

Financial planning, securities and investment advisory services offered through Ameritas Investment Corp (AIC). Member FINRA and SIPC. AIC and Weinheimer Wealth Management are not affiliated. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources