What are 3 words people use to describe you?
Dependable. Personable. Loyal.
What are you most grateful for?
I am most grateful for my family and health. It is important for me to stay healthy and I cherish the relationship I have with my family.
What gets you excited about life?
I get excited about enjoying the simple the things in life. An ideal day for me is spending time with loved ones on my boat and then enjoying a great sunset.
What is the best advice you have ever been given?
Don’t be too busy working to look at the big picture of what you can really achieve in your life.
How do you define success?
Achieving my goals by helping others and not on the backs of others.
What is your proudest achievement?
I am very proud of the career and the success I have enjoyed. This business is not easy and through hard work and perseverance I have been fortunate to thrive.
What life lesson did you learn the hard way?
Make sure you understand the risk and reward of your decisions. Whether it be with money or just general life decisions take time to understand the potential outcomes of your choices.
Jason Nettleton joined Cypress Wealth Services in August 2017 as a Senior Vice President & Financial Advisor. With a strong financial planning background, he specializes in helping clients prepare for retirement, or who are already in retirement. Jason takes a straightforward and transparent approach to both retirement planning and investing. His main objectives are understanding the client and educating the client on their investments. Jason believes that giving the client a clear and thorough understanding of their portfolio creates comforts which lead to a higher quality of long-term decisions.
Jason started in the financial services industry in 1999. He began his career at PaineWebber and worked with WM Financial Services. He spent over ten years as a Vice President-Senior Financial Consultant at Fidelity Investments in Palm Desert. Most recently, Jason was a Senior Vice President and Financial Advisor with Integrated Wealth Management. Jason graduated from the University of San Diego with a Bachelor’s Degree in Business Administration. He resides in La Quinta and enjoys spending time with family, boating, camping and numerous outdoor activities.