Jasen Wallace Email & Phone Number
Wealth Advisor and Director of Financial Planning @ Exencial Wealth Advisors
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Jasen Wallace Location
- Austin, TX, US
Jasen Wallace Work
- 2012 -now Wealth Advisor and Director of Financial Planning @
- 2017 -2018 Student Mentor: Financial Planning Academy @
- 2015 -2015 Guest Lecturer: Special Topics @
- 2011 -2012 Part-Time Instructor: Personal Finance @
- 2011 -2012 Graduate Assistant: Personal Finance @
- 2011 -2012 President: PFPA Local Chapter @
- 2010 -2011 Research Assistant: Charitable Planning @
- 2007 -2008 Gear Center and Trip Manager: Outdoor and Adventure @
- 2005 -2007 Resident Advisor: Smith and Hubbell Hall @
Jasen Wallace Education
- Texas Tech University
Masters of Science (Personal Financial Planning / Graduate Certificate in Charitable Planning)
2009-2012 - East Texas A&M University
Bachelor of Arts (Political Science / Minor in Finance)
2004-2008
Jasen Wallace Skills
- Financial Advisory
- Private Wealth Management
- Independent Financial Advice
- PowerPoint
- Social Media
- Public Speaking
- Illustrator
- Investment Education
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Curriculum Design
- Teaching
- Photoshop
- Debt Elimination
- Expression Web
- Higher Education
- Excel
- Asset Allocation
- Morningstar
- Paint.Net
- Microsoft Office
- Strategic Financial Planning
- Risk Management
- Event Management
- Community Outreach
- Charitable Giving Strategies
- Student Loans
- Credit Counseling
- Word
Jasen Wallace Summary
- Jasen Wallace, based in Austin, TX, US, is currently a Wealth Advisor and Director of Financial Planning at Exencial Wealth Advisors. Jasen Wallace brings experience from previous roles at Texas Tech University College of Human Sciences and Texas Tech University. Jasen Wallace holds a 2009 - 2012 Masters of Science in Personal Financial Planning / Graduate Certificate in Charitable Planning @ Texas Tech University. With a robust skill set that includes Financial Advisory, Private Wealth Management, Independent Financial Advice, PowerPoint, Social Media and more. Jasen Wallace has 2 emails and 1 mobile phone numbers on RocketReach.
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