Jason Dall’Acqua, CFP®
Founder & Advisor
I am a born and raised Annapolitan, a husband and a finance enthusiast whose mission is to help hard working professionals be more intentional with their financial decisions in order to feel more confident about their financial future.
I founded Crest Wealth Advisors with the goal of helping people articulate the future they want and guiding them on the path to achieve that vision. Planning and making smart financial decisions is a delicate balance of understanding both the short-and long-term implications of every decision.
With over a decade of experience as an independent financial planner, I have had the pleasure to help clients confidently plan for a wide array of financial situations while helping manage a personalized investment strategy tailored to their short and long term goals.
I truly enjoy every aspect of what I do and I am fortunate to have been able to focus on my passion for so long!
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, running, paddle boarding, surfing, traveling, trips to the Jersey shore, seeing live local music and am a big Ravens fan.
I entered the fee-only financial planning industry as an investment advisor in 2012 after graduating from The University of Maryland with a degree in economics.
In 2015 I obtained my CFP® designation, a program designed for advisors to better help individuals manage their finances in a variety of areas.
I frequently contribute to the media, where my hope is to educate and inform as many people as possible!