Jason Pollens’  journey to a career in financial planning began in 2008 when he discovered his mom had been taken advantage of financially by a stockbroker. Helping his mom through the process of getting her finances in order after this ordeal led him to a career change into financial planning. Jason started off at a non-profit in Boston, where he managed a financial coaching program that worked primarily with low and moderate-income individuals, as well as individuals with special needs. This experience provided Jason the opportunity to begin working with the special needs community and learn about the support available.

In 2021, Jason joined Abacus Wealth Partners as a financial advisor in Northern California. He enjoys working with individuals and families to develop a holistic financial plan and investment strategy tailored to their goals and in harmony with their values. His previous work experience and personal experiences with family members and close friends with disabilities have led him to develop a focus on working with families that have special needs considerations.

As a CERTIFIED FINANCIAL ADVISOR™ Jason provides comprehensive financial planning and investment management on an ongoing basis. He is committed to supporting families with special needs in helping them align their money with their goals and values. 

Jason lives in San Francisco, CA with his wife and two young children.  

Disclaimer:

Abacus Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus Wealth Partners, LLC by the SEC nor does it indicate that Abacus Wealth Partners, LLC has attained a particular level of skill or ability.

Firm Description

Abacus Wealth Partners is an independent, fee-only impact investment advisor with over three decades of experience and was the first financial advisor to become a certified B Corporation. We help people find ease in their financial life to free up time and energy for what matters most.

Our mission is to “Expand what’s possible with money.” This includes not only being mindful of the social and environmental impact of the investment money we manage, but working to expand access for those historically excluded from sound financial advice and economic sufficiency.

As early adopters of Environmental, Social, and Governance (ESG) investing, we have also recently created Abacus Academy for financial education and are engaging with the financial leaders of tomorrow through the BLX Internship. Our culture of humanity and caring strives to create meaningful connections that empower people with thoughtful and fulfilling possibilities for their financial lives.

Disclaimer:

Abacus Wealth Partners, LLC (Abacus) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), with its principal place of business in the State of California. Abacus only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This communication should not be construed as an offer or solicitation to buy, hold or sell any financial instruments, strategies or investment advisory services. Investors must make their own decisions based on their specific investment objectives and financial circumstances and should consult with their own financial advisor, lawyer, accountant, or other advisor before making any financial decisions.

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