Jason B. Vanclef

Jason Vanclef attended Cal Poly, San Luis Obispo, earning a B.S. in Biological Chemistry. Over the years, Jason has felt that this degree taught him to think “outside the box” versus traditional degrees in Business or Finance. In 2002, Jason created Vanclef Financial Group, Inc., a Los Angeles based comprehensive financial services practice, offering planning services to a wide range of individuals and small businesses.

Jason is a Father of two sons, both Eagle Scouts, lives in San Luis Obispo, and commutes weekly into Los Angeles to his office via his small plane he pilots. Favorite pastimes are middle-of-the-night explorations into all things AI and Finance. Constantly learning and adapting his management/trading style that has been honed over 38 years and counting.

Vanclef is the Author of two books, the most recent being “The Wealth Code 2.0 – How the Rich Stay Rich in Good Times and Bad”. A comprehensive financial guidance book teaching individuals the wealth preservation and growth strategies he feels have made many of the ultra-wealthy buffered from market and economic uncertainty.

Jason is a Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) licensed financial representative, and also has his California Life Insurance license. Additional certifications include the Graduate Estate Planning Consultant (GEPC), Certified Estate Planner (CEP), and Registered Financial Consultant (RFC) professional designations.