Highpoint Capital Wealth Management & Insurance Services
Jason M Thomas
Wealth Management Advisor|CFP®, RICP®
Confidence in Planning
Personal
Jason Thomas joined Northwestern Mutual in 2009. Originally from Pittsburgh, PA he graduated from Penn State University. He moved to San Diego in 1999 and lives in Carmel Valley with his wife Jenny and their 4 children: Avery, Addison, Owen, and Sierra. Jason is active in his community and in the activities his children enjoy which are volleyball, swimming, basketball, and dance.
When Jason is not busy with his family or meeting with clients, he enjoys being outdoors the most. He enjoys golfing, hiking, backpacking, fishing and has summited Mt. Whitney and Half Dome twice along with Mt. Rainer. He has ambitious plans for a Denali expedition in the not-so-distant future.
In pursuit of excellence in his profession, Jason became credentialed as a CERTIFIED FINANCIAL PLANNER™ Professional and a RETIREMENT INCOME CERTIFIED PROFESSIONAL™. In addition, he holds the Series 6, 7, 63 and 65 securities licenses. He supports the professional growth of this industry through various memberships, including the Million Dollar Round Table and has been recognized by Forbes and Shook Research as one of the top Financial Security Professionals in California in 2022.
Jason enjoys the opportunity to build lifelong relationships educating his clients and helping them make wise decisions about their current financial plans and objectives. He is passionate about delivering confidence to his clients so they can live the life they dream by following an optimized financial plan.
| Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. |
Professional
My mission is to assist clients achieve their dreams for accumulating and protecting wealth for their families and businesses through a comprehensive needs-based approach that aligns goals with actions today and in the future. I am committed to providing superior service with access to professionally managed investment accounts along with the highest quality insurance products. My ultimate goal is to be a source of valued guidance and as a result will leave my clients better prepared for what the future holds.
Certifications and Designations
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
RICP® RETIREMENT INCOME CERTIFIED PROFESSIONAL™
The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.
Here are my areas of expertise
Financial Planning
Advisory Services
Life Insurance Strategies
Retirement Planning & Income Strategies
Wealth Management
Tax-Efficient Strategies
Investment Planning & Strategies
Education Planning & Funding
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
