At Berglund Financial, we believe true wealth isn’t measured solely by what you’ve accumulated—it’s measured by the security, opportunities, and legacy you create for the people you love. Every financial decision should support what matters most to you. Whether you’re preparing for retirement, tax strategizing, protecting your assets, or creating an estate plan, our goal is to provide clarity, confidence, and a strategy that serves your family for generations.
We seek to turn your savings into a reliable income strategy designed to support your lifestyle throughout retirement.
Craft personalized investment strategies aligned with financial goals, focusing on long-term growth and confidence.
Create a thoughtful strategy seeking to preserve your wealth, protect the people you care about, and pass on what matters.
Identify opportunities seeking to reduce lifetime taxes through proactive planning, strategic withdrawals, and tax-efficient decisions.
I founded Berglund Financial because I’m passionate about helping individuals and families make informed financial decisions with confidence. As both a CFP® Professional and Certified Public Accountant (CPA), I take a comprehensive approach to retirement planning—bringing together investments, tax strategies, retirement income, and estate planning into one coordinated financial plan.
After graduating from Western Washington University with concentrations in finance, economics, and accounting, I spent more than ten years in private accounting before becoming a financial advisor. That experience taught me to look beyond investments alone and understand how every piece of a financial plan works together to help clients pursue their goals.
Whether you’re preparing for retirement, looking to reduce lifetime taxes, or creating a legacy for future generations, my goal is to provide practical advice and long-term strategies that help you feel confident about your financial future.
Beyond the Office
When I’m not working with clients, my wife and I are busy raising our three daughters, ages 1, 2½, and 4. Family is at the center of everything I do, and it continually reminds me why thoughtful financial planning matters.
Outside of family life, I enjoy tackling home improvement projects, spending time outdoors in the Pacific Northwest, traveling whenever we can, and discovering great local breweries—especially if there’s a quality IPA on tap.
Choosing a financial advisor is one of the most important financial decisions you’ll make. While anyone can call themselves a financial advisor, not everyone has earned the CERTIFIED FINANCIAL PLANNER® certification.
The CFP® certification doesn’t recognize expertise in a single specialty—it reflects a commitment to understanding how every piece of your financial life works together.
These standards align with our belief that financial planning isn’t about selling products or chasing returns—it’s about helping families make wise decisions with clarity, confidence, and a long-term perspective.
The CFP® designation is widely recognized as a well-regarded credential for comprehensive financial planning because it represents a commitment to:
Retirement, investments, taxes, insurance, estate planning, and cash flow are all connected. Effective planning considers how each decision impacts the others, creating a strategy that supports your goals today while preparing for tomorrow.
CFP® professionals are required to act as fiduciaries when providing financial advice—placing your interests first and adhering to the CFP Board’s Code of Ethics and Standards of Conduct.
Financial planning doesn’t stand still. Continuing education helps ensure advice reflects evolving tax laws, retirement strategies, investment principles, and planning best practices.
As both a CFP® professional and CPA, Jason integrates comprehensive financial planning with thoughtful tax strategy, helping clients make informed decisions that consider both today’s opportunities and tomorrow’s legacy.
Whether you’re planning for retirement, looking to reduce taxes, or simply have questions about your financial future, I’m here to help.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. DBA Berglund Financial is not a registered broker-dealer or investment advisor.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact businses only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
CERTIFIED FINANCIAL PLANNER™
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