Jason Marshall | Legacy Plan Coordinator | Life By Design CA

Jason Marshall FPQP®

Client Relations & Legacy Plan Coordinator

Client Relations
Financial Paraplanner Qualified ProfessionalSM

Team Member since 2010

Jason is your client relations specialist, overseeing your needs as a client and the coordination of efforts to meet those needs. His dynamic personality suits him well for this position and has helped him build strong relationships with our clients. Jason is a Financial Paraplanner Qualified ProfessionalSM, a designation that reflects his investment in understanding the industry to better support you, the client. In addition to managing client relations, he also heads up the Estate Planning Department as Legacy Plan Coordinator.

Passions & Purpose

  • Backpacking and hiking.
  • Water sports including snorkeling, SUP and more. Jason is currently earning hours as a diver to achieve new depths and loves doing so both locally and while traveling.
  • Woodworking is a longtime passion for Jason and his mastery can be seen even here at the office!
  • Jason has a history of working in service to others and ministry. He was a Chaplain for victim relief ministries.
  • Combining his passions and purpose into one, Jason did ministry work for a Surf Camp in Peru that was an outreach program for inner-city kids.