Welcome to our world
Jason J. Hamilton,
CFP®, CRPC®, CBDA, a CERTIFIED FINANCIAL PLANNER™
professional and neuroscience-backed peak performance coach
ABOUT ME
Jason J. Hamilton,
CFP®, CRPC®, CBDA, a CERTIFIED FINANCIAL PLANNER™ professional and neuroscience-backed peak performance coach, is transforming lives through his unique approach to financial planning and wealth management.
Jason is the founder of Keep It Simple Financial Planning, an award-winning registered investment advisor founded in 2016. As a career changer, Jason built his financial firm from zero to multi-six figures in recurring revenue in just a few short years, utilizing cutting-edge digital marketing tactics. His Facebook group, Your Retirement Coach, is one of the largest and most active online forums for financial education.
Jason is also the founder of Keep It Simple Wealth Academy, where he brings his knowledge and insights from coaching high-net-worth investors and building his business to first-generation wealth builders. His mission with the wealth academy is to help new investors shift their relationship with money, get into flow with their wealth, and become powerful wealth managers.
Jason's passion for making a lasting impact extends beyond his clients. He actively contributes to his family's nonprofit, IDEAL CDC, by providing financial education to first and second-generation immigrant families, serving as a board member, and acting as the Head of Family Financial Coaching.
Jason J. Hamilton's unique approach to financial planning, combining neuroscience and wealth management, sets him apart in the industry. By empowering his clients to become powerful wealth managers, Jason is on a mission to help first-generation investors transform their relationship with their personal health and financial lives.
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