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Estate Planning Interview with Jason Lina
Time-length-icon 17m 44s
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Publish-date-icon June 3, 2015
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EPISODE DESCRIPTION

Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™, with over 14 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College. He is a member of the Financial Planning Association and the Atlanta Society of Finance and Investment Professionals. Jason is a 2014 graduate of Leadership Sandy Springs and presently serves on the Leadership Sandy Springs Board. He also serves on the board of the Dartmouth Tuck Club of Georgia and the AdviceIQ board of advisors.

How I Live Well : Jason and his wife, the former Jennifer Sanborn of Marietta, Georgia, live in Alpharetta with their three children. They worship at Northpoint Church. While at Davidson, Jason was captain of the varsity golf team and he remains an avid golfer today. He is actively involved in coaching youth sports, including current roles coaching his children's soccer, basketball, and baseball teams. Jason also enjoys backpacking, tennis, traveling with his friends and family, and is a lifelong North Carolina basketball fan.

Email: jason@rpgplanner.com

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