YOUR OCULUS TEAM

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Why do we do what we do, you may ask? Simple. We have a passion to educate those about finance and money that would otherwise not have the opportunity or patience to learn. We want to share our journey with you so you can become successful in what you are passionate about and motivate you to achieve your goals. We aspire to give back to our communities in many ways; by providing complimentary financial advice to our youth and volunteering our time and resources to local organizations for the betterment of each family and business in our community. We shop and buy local to help our businesses and communities grow and thrive. Many of us at Oculus have served our country, now it is time for us to serve you.


Jason K. Diaz, MBA   Principal, Senior Financial Planner  Jason, in 2016, founded Oculus Financial Group, 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 two fur-kids, Major 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 K. Diaz, MBA

Principal, Senior Financial Planner

Jason, in 2016, founded Oculus Financial Group, 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 two fur-kids, Major 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.

Travis L. White   Vice President, Senior Financial Advisor  Travis has been a resident of Petaluma for more than 20 years. He has been humbly married to his beautiful bride since 2002 and is a proud father of three children. Two of those children are adults and the third is keeping him young at home while she attends middle school. Also keeping him young is the family English bulldog, Daisy Mae.  Travis’s father was in the military and Travis lived in exotic places growing up such as Guam and less exotic places like Wisconsin and Texas. After graduating high school, Travis joined the US Army himself and was stationed in both Colorado and Alaska.  After leaving the Army in 1992, he moved directly into the field of Finance.He has held many roles in the finance field working primarily for banks but considers his most rewarding work to be his current role as an independent Financial Advisor / Wealth Manager. Travis happily helps select clients across the country define and realize their financial goals and dreams. Travis also sits on the Board of Directors at the Petaluma Arts Center.

Travis L. White

Vice President, Senior Financial Advisor

Travis has been a resident of Petaluma for more than 20 years. He has been humbly married to his beautiful bride since 2002 and is a proud father of three children. Two of those children are adults and the third is keeping him young at home while she attends middle school. Also keeping him young is the family English bulldog, Daisy Mae.

Travis’s father was in the military and Travis lived in exotic places growing up such as Guam and less exotic places like Wisconsin and Texas. After graduating high school, Travis joined the US Army himself and was stationed in both Colorado and Alaska.

After leaving the Army in 1992, he moved directly into the field of Finance.He has held many roles in the finance field working primarily for banks but considers his most rewarding work to be his current role as an independent Financial Advisor / Wealth Manager. Travis happily helps select clients across the country define and realize their financial goals and dreams. Travis also sits on the Board of Directors at the Petaluma Arts Center.

Emily N. Tonti   Jr. Financial Advisor  Born and raised in California, Emily’s family fell in love with Sonoma County in 1998. After graduating from Saint Mary’s College of California with a Bachelor of Science in Business Administration (and traveling a bit), she came back to Sonoma County to set down roots.  Working with small businesses from the start, Emily has always had a passion for helping people succeed. As a project manager in a high-pace, detail-oriented company she gained the experience needed to provide exceptional service to our clients here at Oculus Financial Group. She prides herself on building lasting relationships with clients and looks forward to speaking with you.  In Emily’s spare time you can find her with her other half, Kevin, in the kitchen baking, playing with her Golden Retriever, Charlie, or planning their next adventure.

Emily N. Tonti

Jr. Financial Advisor

Born and raised in California, Emily’s family fell in love with Sonoma County in 1998. After graduating from Saint Mary’s College of California with a Bachelor of Science in Business Administration (and traveling a bit), she came back to Sonoma County to set down roots.

Working with small businesses from the start, Emily has always had a passion for helping people succeed. As a project manager in a high-pace, detail-oriented company she gained the experience needed to provide exceptional service to our clients here at Oculus Financial Group. She prides herself on building lasting relationships with clients and looks forward to speaking with you.

In Emily’s spare time you can find her with her other half, Kevin, in the kitchen baking, playing with her Golden Retriever, Charlie, or planning their next adventure.


Conference Photo Booth 2019

Conference Photo Booth 2019