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 and commitment to professional standards. He contributed regularly as a regular financial planning columnist for Forbes Magazine and has authored personal finance articles in national publications such as Money Magazine, Time Magazine, US News and World Report and on CNBC.com. His insights have also been featured through interviews and quotes in outlets 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 and have three children – a daughter and two sons.
My Personal Story
“For the past two decades, my passion as a financial planner has been helping successful families make informed financial decisions and better coordinate their financial lives.”
— Jason
College Years
I spent my first two years at Davidson College on the pre-med track until a semester of inorganic chemistry that I hated coupled with history and accounting classes I loved caused me to rethink life choices. I ended up with a BA in History, learning the art of absorbing lots of information and synthesizing it into cogent summaries. As an NCAA Division I college golfer, I was honored as an Academic All American my senior year and ranked 3rd nationally in driving accuracy which simply reflected an enduring work ethic more than any God-given ability.
Stock Analyst
The two golfers ahead of me both went on to PGA Tour careers. I chose the less glamorous career of finance. I initially worked as a stock analyst for two large mutual fund companies and completed the Chartered Financial Analyst® (CFA) designation. As I gained experience, my research role became more focused on a handful of individual stocks or bonds. I analyzed every line item on corporate financial statements, spoke with suppliers, merchants, and executives.
Financial Planner
Over time, I realized that picking individual stocks and bonds for an anonymous end investor might be a good career but it wasn’t personally gratifying and didn’t address what people truly needed from their finances. I went on to complete business school, earn the Certified Financial Planner (CFP®) designation, and begin providing comprehensive financial planning to individuals and families that went far beyond investment management.
Founded Golden Bell
For more than two decades, my passion as a financial planner has been helping successful families make informed financial decisions and better coordinate their financial lives. At Golden Bell Financial Planning, I'm in a position where I provide objective advice, where candor and integrity are the guiding principles, and where being intentionally selective about the clients I work with allows me to deliver a higher level of customized advice.