• Jason Newnham, CFP®, CIMA®


Jason’s worked in various roles in finance over the past two decades, yet a consistent motivation has been the enjoyment derived from educating individuals on the intricacies of financial planning, being a financial coach, and ensuring he’s a trusted resource. Like our weather, the financial world is constantly changing and evolving, and he finds it rewarding to work closely with clients to help them strive towards greater insight, understanding, and confidence in their entire financial picture.

Jason loves spending as much time as possible hiking around the Pacific Northwest with Eileen and their Rhodesian Ridgeback pup. When not exploring outside he enjoys economic and investment research, practicing his drumming skills, and trying unsuccessfully to improve his golf skills.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.