Jason K. Diaz, MBA
CEO, Principal Financial Planner
Jason became an independent financial planner in 2016 and founded Oculus Financial Group in 2017, and this approach is a simple and transparent business model… when you succeed, he succeeds. He is an educator, serial entrepreneur, and life coach. With a Master’s in Business Administration minoring in both Finance and Strategic Planning, he challenges himself by diligently tracking industry trends and data in order to provide the best possible advice to his clients. He approaches full service financial planning with long-term, and short-term, goals in mind, while recognizing the importance of enjoying a fulfilling life along the way.
As a former Finance Professor for Napa Valley College in Napa, California, Jason has a technical and practical understanding of finance. He incorporates his expertise into a holistic financial planning process. Jason creatively thinks outside the box by combining a wide range of available products with evidence-based investments to develop an individualized plan for each of his clients.
He is always looking to take his practice, and his clients, to the next level. Jason is currently studying to achieve the CERTIFIED FINANCIAL PLANNER™ designation and currently sits on the Board of the Selective Service System representing Sonoma County, California. Jason honorably served 8 years in the United States Marine Corps on active duty serving in many conflicts and operations from 1993 through 2000.
If there is a mental or physical challenge, Jason is all in! He spends his spare time beginning his days with regimented and rigorous physical fitness program such as HIIT and any kind of Boot Camp classes. He also enjoys riding his motorcycles with his wife, Ashley, and friends. He loves the culinary arts, wine, mountain biking, SCUBA diving, golf and traveling. He has two daughters, Michelle and Kristin, and three fur-babies, Major, Bella and Burberry.
Jason’s true passions are his family and friends… And to make a positive and memorable impact on each and every one of their lives is his goal.
Jason can be reached at 707-230-6525 or at firstname.lastname@example.org