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 toleran

View more

Profile Information

Managing Director - Financial Planning

McLean Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Silver Spring

Maryland

United States

Oct 9, 2025

More profiles to browse

Profile Photo
Robert French
Managing Principal, Director of Investment Analysis
Profile Photo
Dean Umemoto
Founding Principal, Managing Principal and President
AC
Athena Chang
Vice President, Financial Planning
Profile Photo
Jonathan Marcellino
Investment Associate & Associate Planner

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University