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Our financial advice team


Jason Ayala

Jason Ayala

CFP®, CIMA®, ChFC®

Private Wealth Advisor

InReach Wealth Advisors
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Tax Planning Strategies
  • Estate Planning Strategies

Interests

I enjoy spending time with family and friends, sports, traveling and scuba diving.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2008-2020
  • Five Star Wealth Manager, 2014-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®
  • ChFC® Chartered Financial Consultant®

Education

  • BS, Finance, Arizona State University
Newsletter

to receive my newsletters and other financial and market information

Community participation

Los Ojos De La Familia

St. Vincent de Paul

Habitat for Humanity