Jason Dall’Acqua, CFP®
Welcome! My name is Jason Dall’Acqua, founder of Crest Wealth Advisors LLC. I am a husband, a born-and-raised Annapolitan, and a finance enthusiast who enjoys helping people make thoughtful financial decisions to put themselves and their families on the path to their definition of financial success.
I founded Crest Wealth Advisors after spending nearly a decade at a financial planning firm. In my previous role, I was fortunate to serve as vice president and be exposed to every area of the business, from advising clients through difficult financial decisions to investment research, portfolio construction and everything in between. I obtained my investment advisory license in 2012 and acquired the CERTIFIED FINANCIAL PLANNER™ designation in 2015.
Crest Wealth Advisors was created out of my desire to improve the financial lives of individuals with growing families and busy careers. During this time people are faced with ever-changing and complex financial decisions that can have a significant impact on building long-term wealth. My goal was to blend the newest planning technologies with a disciplined investment philosophy in order to better every client's financial well-being. The result? Someone who feels clear, reassured, educated, successful and confident in their future.
My interest in personal finance and investing started from a young age, where financial values and investing was a constant topic of discussion at the dinner table. That interest was further developed in college while obtaining a degree in economics from The University of Maryland. During my time at UMD, I was fortunate to gain experience in different areas of the financial services industry, one of which was with a personal financial advisory firm. This was my first exposure to seeing first-hand the impact that sound financial advising can have on people. After a short time of living abroad in Costa Rica, I knew that I wanted to return to Maryland and pursue my career of helping people better their financial future.
Outside of work, I enjoy spending time with my amazing wife, Peggy, going on hikes with our dog, Kaya, and experiencing everything that Annapolis has to offer. I love golfing, paddle boarding, surfing, traveling, trips to the Jersey shore, seeing live local music and am a big Ravens fan.
- President of National Capital Chapter of The Society of Financial Service Professionals
- XY Planning Network