Jason K. Bleimeyer
Jason has been in the financial services industry for more than twenty years. In his practice, he advises institutions, fiduciaries, and individuals on sector analysis, asset allocation, and security selection. He guides clients on how to structure portfolios with an emphasis on risk management and tax efficiency.
Jason holds the designation of Certified Investment Management Analyst (SM), taught in conjunction with the Wharton School of the University of Pennsylvania and
sponsored by the Investment Management Consultants Association (IMCA). He also holds the designation of Certified Investment Management Consultant (SM) sponsored by IMCA.
Jason and his wife Heidi live in Phoenix with their two children: Josh and Riley. They enjoy spending time at their second home in the Colorado Mountains kayaking, hiking, jeeping, and skiing.
Jason has taught in the areas of asset allocation, tax planning, and estate planning. Currently, he teaches a university level continuing education course, “Wealth That Lasts”, through the College of Extension at UCLA. He has taught “Wealth That Lasts” at Arizona State University Extension and the University of San Diego as well.
Jason holds a finance degree from the University of Colorado at Boulder and is an active member of the Investment Management Consultants Association and the Center for Wealth Management.