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Jason Lina
Founder of Golden Bell.
A financial advisor with over 20 years of professional financial services experience.
Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Advisor® (CFA)
Education
MBA, The Tuck School of Business at Dartmouth College
B.A., Davidson College
Memberships & Boards
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
CFA Society of Atlanta
Jason founded Golden Bell Financial Planning LLC to deliver unbiased, holistic, customized advice and service to a limited number of clients for a reasonable fee.
He advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance.
Jason has earned both the respected Certified Financial Planner™ (CFP®) and Chartered Financial Advisor (CFA) designations, a demonstration of expertise that less than 0.5% of all financial advisors claim. He is nationally recognized as a regular financial planning columnist for Forbes Magazine and has authored personal finance articles in publications such as Money Magazine, Time Magazine, US News and World Report and on CNBC.com. He is also regularly interviewed and quoted by publications such as the Wall Street Journal, Reuters, Kiplinger Personal Finance, CBS Marketwatch, and Yahoo Finance.
Prior to founding Golden Bell, Jason was a Lead Advisor, Chief Investment Officer, and Partner at Resource Planning Group. He has previous financial planning experience as a Senior Advisor and Director of Research at DCA Global Wealth Management and institutional investment management experience at Jefferson Pilot Financial and Sun Trust Bank.
Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.