Jason Beatty is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. He has a Masters in Business Administration from the University of Illinois, and is also a CERTIFIED FINANCIAL PLANNER™. He is a fully licensed financial advisor having passed the Florida 2-15, Series 7, and Series 66 examinations. With 4+ years of Financial Services experience, Jason made the decision to transfer his talents to West Coast Financial Inc. Over the past few years, he has worked with hundreds of clients to help them choose, invest, and manage plans that will offer suitable investments combined with holistic financial planning. As a financial planner, Jason ‘s main goal is to help his clients make well-informed decisions on what types of investments that are in his client’s best interest. He also emphasizes the need to adjust investment plans as one’s goals and needs change. Jason Beatty will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. Jason looks forward to being your trusted advisor and expert resource as you build a portfolio of investments. Jason is married to his wife Danielle, who is an elementary school assistant principal, and they enjoy spending time with their son Dawson.
