McLean Asset Management Welcomes Jason Rizkallah as Lead Advisor
Jason Rizkallah joins the growing financial planning team at McLean Asset Management Corporation
TYSONS, Va., Oct. 28, 2019 /PRNewswire-PRWeb/ -- McLean Asset Management ("McLean") is thrilled to announce that Jason Rizkallah has joined its financial planning team as a Lead Advisor. Jason brings more than a decade of experience advising clients through all aspects of their financial lives. A strong believer in putting the client first, Jason embodies McLean's core values. "We are very excited to have another like-minded professional join our growing team of advisors and financial planners, said Paula Friedman, a managing principal at McLean. "Jason is another resource for our clients to help them on the path to achieving their financial goals."
Jason not only sees his role with clients as one of providing advice, but also one of educating. He explains investing and financial planning concepts in an approachable way while purposefully avoiding confusing lingo and technical jargon. When discussing the various ways that clients can implement their financial plans, Jason uses research, case studies, and examples from his personal experience to explain why an option works best for a client given their goals and objectives. "I do my best to make sure that my clients understand and are comfortable with the potential short and long-term impact of their decisions on their financial plans," Jason said.
Jason has a bachelor's degree in Economics from the University of Maryland, College Park, and has been a practicing CFP® since 2014. As a CERTIFIED FINANCIAL PLANNER™, he ensures that a client's best interest is at the forefront of every interaction. "I am fortunate to be a part of a team of professionals whose mission, like mine, is to ensure individuals achieve a successful and fulfilling retirement," Jason said when asked about his new role at McLean. Jason is currently working towards his Retirement Income Certified Professional (RICP®) designation which focuses on integrated and comprehensive retirement income planning.
About McLean Asset Management Corporation: Celebrating more than 35 years of helping clients achieve their financial goals, McLean Asset Management Corporation (http://www.mcleanam.com) provides comprehensive financial planning and investment management, with a specialization in retirement income distribution and wealth accumulation. The advisory team at McLean can be reached by phone at (703) 827-0636 or via email at [email protected].
SOURCE McLean Asset Management
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