Orange II

Serving Hemet, Menifee, Paramount, Compton, and Norwalk. 

65 Enterprise
Suite 300
Aliso Viejo, CA 92656
United States
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Phone:
949-330-6250
Fax:
949-328-9521

Jason Galardy

Jason Galardy, Vice President of Investments

Jason has been a financial advisor since 2004 and currently serves the greater Orange County, Los Angeles, and San Diego area as Vice President of Investments at NettWorth Financial Group.  He specializes in retirement, investment, and tax planning for families and individuals.  Jason creates and executes comprehensive plans tailored specifically to the needs of his clients;  whether someone is looking for lasting retirement income, tax efficiency, or 401(k) and pension planning along the way, Jason is there for his clients to guide them through the process of obtaining financial independence.

Jason is a 2005 graduate of the Robert H. Smith School of Business, majoring in Finance, at the University of Maryland.  While in college, Jason began his career at Lydian Wealth Management in Bethesda, Maryland.  After graduation, Jason went to work for the Goldman Sachs Group and their Ayco private wealth management division in Irvine, California.  After becoming a Senior Financial Planner during his four years at Goldman Sachs, Jason began to prefer the independent planning model and moved to Trilogy Financial Services in Irvine.  During his five years at Trilogy, Jason became a Vice President of Investments, a title that he currently holds after coming to NettWorth in early 2014.  Jason holds his series 7 and series 66 licenses and is CTEC registered in tax preparation.

Jason lives in Orange County with his wife Dana and enjoys golfing, running, and travelling throughout the beautiful state of California.