Jason Marshall | Legacy Plan Coordinator | Life By Design CA

Jason Marshall FPQP®

Client Relations & Legacy Plan Coordinator

Client Relations & Legacy Plan Coordinator
Financial Paraplanner Qualified ProfessionalSM

Team Member since 2019


Jason oversees client needs and the coordination of efforts to meet those needs in our Design Center. Jason is a Financial Paraplanner Qualified ProfessionalSM and heads up the Estate Planning Department as Legacy Plan Coordinator.

Passions & Purpose

  • Backpacking and hiking.
  • Water sports including snorkeling, SUP and more.
  • Woodworking.