Jason Theisen, CRPS®

Director, Retirement Plan Services

 

jason@truuwaterfinancial.com

858-764-3809

Jason is on the Retirement Plan Services team at Truuwater. He is responsible for managing and servicing our corporate clients’ retirement plans. He works side-by-side with Plan Sponsors helping them navigate the different areas of their employer-sponsored plan(s). Having a background in marketing & operations, he also has a minor focus on the firm’s public footprint, marketing strategy, and much of the firms’ technology.

Prior to joining Truuwater upon its inception, Jason began his career with La Jolla Group at Morgan Stanley Smith Barney. La Jolla Group built a team of specialists that focused exclusively on helping business entrepreneurs sell their businesses.

Originally from Mission Viejo, California, Jason has lived in San Diego since 2004. In his free time, he enjoys spending time with family & friends, participating in outdoor activities, including fishing, hiking, golfing, snowboarding and motorsports and is an advocate of living a healthy lifestyle. Jason was captain of his high school hockey team and can often be found watching football on Sundays or cheering on the Aztecs at sporting events.

Jason holds his Series 65 license through Stratos Wealth Partners, Ltd. and the Chartered Retirement Plans Specialist, CRPS® designation from the College for Financial Planning. He earned his bachelors degree in Business Administration with an emphasis in Marketing from San Diego State University. While studying at SDSU Jason received his Certified eMarketing Associate Certification (CeMA) and was an active member of the American Marketing Association, Enviro-Business Society and Sigma Chi Fraternity.

Truuwater Financial

Truuwater Financial  |  12340 El Camino Real  |  Suite 310  |  San Diego, CA 92130  |  833-777-TRUU

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