

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
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
Robert French
Managing Principal, Director of Investment Analysis
AM
Alex Murguia
Managing Principal
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