Lead Advisor

Jason Rizkallah joined McLean as a Lead Advisor. With over a decade of experience advising clients through all aspects of their financial life, Jason specializes in holistic financial planning and prudent investment selection to help his clients achieve their long-term financial goals.  A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships. Jason has been a practicing CFP since 2014. As a CFP, he ensures that his clients interests are at the forefront of every interaction. At McLean, Jason will partner with you to create your financial plan, provide guidance on how to properly invest according to your specific risk tolerance and objectives, and ensure you are on track to achieve your financial and life goals.

Education

  • B.A. in Economics from the University of Maryland, College Park

Professional Designations and Associations

  • CERTIFIED FINANCIAL PLANNER™
  • FINRA/NASD Series 7 and 66
  • Maryland Insurance License
  • Member, University of Maryland, College Park Alumni Association

Greatest Professional Satisfaction

I am fortunate to be a part of a team of professionals whose mission, like mine, is to ensure individuals achieve a successful and fulfilling retirement.

Greatest Personal Satisfaction

My greatest satisfaction stems from being a father to my son. Watching him grow and experience the world is an amazing adventure, for him and me. In my spare time, I enjoy fishing and traveling.