Broker Check

Your Advisor and Your Team

At Washo Financial, we do far more than handle investments.

As your partner, we work for you to develop financial independence through wise financial planning. We focus on the things we can control, creating strategies that strive to protect and grow your assets over time. We put our knowledge to work every day to help you make informed financial decisions.

At our firm, we have the client—and only the client—in mind.

Because financial preparation encompasses many aspects of your life, we approach financial services in a holistic way. We integrate behavioral investment advice and financial counseling in our approach. Investors often react to the ups and downs of the markets in drastic and self-defeating ways.  Many decisions that drive financial behavior are emotional which can lead to big mistakes. With our experienced guidance, we can help you maintain a steady approach and avoid making costly mistakes. 

We are honest and transparent with clients. In return, we expect clients to be completely honest with us. Personal financial matters can be difficult to share, but once everything is on the table, we can create meaningful strategies for your long-term financial health. With a comprehensive understanding of your family’s resources and goals, we design meaningful comprehensive plans and solutions.

Jason Washo

Jason E.  Washo, CPA, PFS, CFP®

LPL Financial Planner & LPL Registered Principal


Katherine Hanson

Katherine Hanson

Client Services & Sales Assistant

Karen Washo

Administrative Associate

Client Centered

Client Centered

Clients are always our number one priority. We welcome the opportunity to serve you. We are committed to providing you excellent service, and we offer regular communication. We only succeed when you succeed, so you can rest assured that we do our best every day to help you gain the financial success you seek.