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Washo Financial and How We Utilize the Services of LPL Financial

Washo Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial independence.  Jason E. Washo, CFP®, CPA, PFS is the Principal and owner of the firm.  You can learn more about Jason and his staff by clicking here.

Who is LPL Financial

When Jason Washo decided to open an independent practice he was motivated to find a solution that would allow him to offer financial strategies while remaining objective. His search led him to LPL Financial. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under the ticker symbol LPLA.  The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.  For more information about LPL Financial, visit

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover our staff truly cares about helping you pursue your dreams. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursue their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (480) 223-1315.