Jason Dall’Acqua, CFP®
Founder & Advisor
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.
Too many individuals live with financial stress - I am on a mission to change that.
Crest Wealth Advisors was started out of my desire to help hard working professionals with growing families and busy careers be more intentional in their financial management, setting themselves and their families on the path toward a more secure financial future.
I understand how important the decisions you make during your high-earning years are to your financial security. My role is to assist you in making smart decisions on a daily basis while helping you grow your money.
To do this, I have integrated the newest planning technologies with a disciplined investment philosophy, ensuring that your entire financial picture is properly planned for and working hard for you.
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 have been an independent investment advisor since 2012 after graduating from The University of Maryland with a degree in economics.
I obtained my investment advisory license in 2012 and acquired the CERTIFIED FINANCIAL PLANNER™ designation in 2015.
I frequently contribute to the media, where my hope is to educate and inform as many people as possible!