Jayson Owens is a fee-only fiduciary Certified Financial Planner (CFP®) with offices in Anchorage, AK and Tacoma, WA, and serving clients throughout the U.S. He works with clients, both in person and virtually, to optimize their unique financial situation. As a fiduciary, he focuses on comprehensive financial planning and investment management to help clients in all financial situations organize, grow, and protect their assets.
I provide full-service, comprehensive financial planning and investment management. I like to help my clients save money and reduce the risk/return ratio of their investments. My goal is to maximize the probability of you achieving your own personal and financial goals.
I became interested in financial planning at a young age. I realized that my life’s passion as an outdoor adventure guide would not completely support my family, but I believed in living the life I loved. I had studied investing voraciously and made both good and bad investments along the way. I sometimes hired financial advisors, but I felt that the information I was getting was at best incomplete or at worst conflicted and wrong for me personally.
When I discovered the Certified Financial Planner program, I found my home as a fee-only financial planner. Prior to this, I had unwittingly built a strong skill set that became the perfect foundation for providing great financial planning. My natural creativity honed in architecture and the arts, combined with 15 years of small business management and strategic planning, provide much more practical experience than many advisors with more “financial industry” experience can bring to bear. I’ve spent years coaching individuals in cashflow management, productivity, and efficiency, and passionately study behavioral economics. Finally, years of outdoor adventure guiding and real estate investment management brought me enough risk assessment and risk management experience to fill several lifetimes.
All of this to say, you will benefit from my diverse experiences through my unique ability to recognize patterns. I focus on seeing the broad picture – your lifetime goals in the context of your current quality of life – and I have the technical knowledge to identify and overcome the obstacles to the success of your plan.
Along with my wife of over 15 years and two young children, I spend much of my free time traveling in the outdoors – mountain biking, skiing, hiking, whitewater rafting and camping. I also teach Wilderness First Aid for NOLS (National Outdoor Leadership School).