Jason has over 25 years of experience in financial planning and wealth management. He is currently the Director of Financial Planning for Edelman Financial Engines, having previously sold his bay area firm Herrmann & Cooke Wealth Management, in 2022.

A bay area native, Jason has held various roles in nonprofit organizations and local government, most recently as a member of the Advisory Board for the Richmond based, Today’s Youth Matter, as well as a long list of local commissions, oversight committees and finance-based roles. Further adding to his background is his wife Kimberly, a long-time credentialed Resource Teacher at the elementary school level.

Jason earned the CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning (‘05), and like the other Alumni Alliance board members, is also a proud graduate of California State University, Long Beach (’94).