CoverProfile

Jason Rizkallah

Managing Director, Financial Planning

McLean Asset Management

United States, Maryland, Silver Spring

About Me

Jason Rizkallah joined McLean in 2019. With over a decade of experience advising clients through all aspects of their financial life, Jason specializes in holistic financial planning and prudent investment selection to help his clients achieve their long-term financial goals. A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships. Jason has been a practicing CFP since 2014. As a CFP, he ensures that his client’s interests are at the forefront of every interaction. At McLean, Jason will partner with you to create your financial plan, provide guidance on how to properly invest according to your specific risk tolerance and
View more

Profile Information

Managing Director, Financial Planning

McLean Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Silver Spring

Maryland

United States

May 16, 2024

More profiles to browse

JW
Jessica Wunder
Principal, Wealth Management
Profile Photo
Robert French
Managing Principal, Director of Investment Analysis
AM
Alex Murguia
Managing Principal
Profile Photo
Stephen Dozer
Investment Operations Specialist

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RD
Russ Degitz
Principal
Huntington University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services