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Jason Parr joined our team as a Private Wealth Advisor in 2021 after 20 years as an entrepreneur, founding, operating and exiting small businesses in real estate and technology. He brings deep experience in business owner experience translating to personal income, taxes, and estate planning. He also brings 10 years of experience as a CPA at PwC where he consulted with clients on tax saving strategies and business operating efficiencies, and financial services experience at RBC Capital where he was an Equity Research Analyst working with investment banking teams on corporate finance, financial analysis, and evaluating business models.
Jason has a deep background in all aspects of small businesses including implementing financial, estate and tax planning. He brings significant experience and skill in implementing Effective and Efficient Tax Saving Strategies, Estate Tax Planning & Multi-Generational Planning, and Small Business Owner Strategy, Succession, and Personal Wealth Savings Consultation.
Jason's focus is delivering high-level services while developing comprehensive financial solutions for clients, which include Small Business Owners, Private Company and Fortune 500 management, and Real Estate professionals.
Jason holds his CPA (inactive), his law degree, and is on track for completing his Certified Financial Planner™ (CFP®) in 2022 through Boston University. He received his Bachelor of Science from the University of Wisconsin - La Crosse, and his Juris Doctorate from Mitchell Hamline College of Law.
He will work our team on current and potential clients with their financial plans while offering timely, relevant, and client focused analysis information through his regular Under Par offerings. Jason is published author of multiple pieces, including The Tax Adviser and pieces with national organizations. He balances his client commitment with an active schedule including Shay's Warriors - a non-profit, and other philanthropic and civic minded organizations. He loves spending time with his family and dogs, and as a previous college baseball player is a current avid golfer and runner.
Does your wealth management experience need an upgrade? Whether you want to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.
44-495 Town Center Way
Palm Desert , CA 92260
Toll Free: (888) 858-7086
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