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Jason Lina, CFA, CFP®, MBALead Advisor

Most of my clients are successful professional families who want to make better financial decisions and simplify their financial lives. I often work with corporate executives, physicians, and other mid-career professionals where I bring unique expertise to address financial planning challenges.

I specialize in helping corporate executives, physicians and other mid-career professionals.

Most professionals go to school to learn a specific trade… but at some point, they may find themselves running a business. I try to ease their business workload by helping with employee retirement plans, cash flows, debt prioritization, company health insurance, and even practice operations. Even though I am highly analytical, my clients appreciate the ways I simplify “complex stuff” into real life context in a way they understand.  My professional fulfillment comes from guiding clients through financial decisions that really matter so that they can focus on the parts of life that really matter.

Certified Financial Planner™

Chartered Financial Analyst®

BA, Davidson College
MBA, Dartmouth College,

The Tuck School of Business

Jason’s Personal Story

  • Father of 3 awesome kids

  • Academic All-American: D1 college golf

  • Fanatic – North Carolina Tar Heel basketball

  • Coaches youth basketball, soccer, baseball

I was an avid golfer in college, ranking 3rd nationally in driving accuracy. The two golfers ahead of me went on to PGA Tour careers. But, less glamorously, I spent 3 years completing the program to earn the Chartered Financial Analyst® designation and working as an equity analyst for two large mutual fund companies.

I analyzed and projected every line item on corporate financial statements. I spoke with suppliers, merchants and executives. I learned way too much about the economics of soft drinks and chip-and-dip markets.

This career was neither personally gratifying nor did it provide what consumers truly needed. I completed business school, as well as the certification to become a CFP® professional. I began working directly with families — a much better fit.

In my early golfing days, the driving range was my second home. With thousands of hours of practice, my consistency in hitting the fairways put me in a good position to score well on every hole, almost every day. Likewise, financial planning rewards those who intelligently prepare in advance and create favorable probabilities for themselves. My job is to help families do just that: consistently find the fairway.