MEET THE TEAM
proactive planning approach
president, wealth Advisor
Jason Parrish, CRPC
®
At an early age, Jason’s father inspired him to pursue a career where he could really help people. His father was an Optometrist in Westerville for 40+ years and when he asked his father why he wanted to be an Eye Doctor. His response was simple, "because I knew that I wanted to help people and being an optometrist allowed me to help people see". This talk with his father was a defining moment in his life and has been a foundation for Jason in pursuing a career that always allowed him to strive to help people.
Jason started ClearVision Planning™ out of his passion for helping people. His mission is to help people see the benefits of creating a holistic financial plan and deliver clear solutions to help clients reach their financial goals. With 19 years of planning experience, Jason assists clients implement proven wealth strategies designed to lower their tax burden, increase wealth, and realize income for life.
Prior to creating his firm, Jason was an independent financial consultant providing planning and education services to hundreds of participants at public and non-public companies around the U.S. that offer retirement plans, such as 401(k)’s. He has helped many individuals see the benefits of being proactive with their planning and how it can have a significantly impact on their life and their family’s lives.
Jason resides in Westerville with his wife, three daughters and their dog named “Maui”. He enjoys spending time outdoors biking, hiking and spending time with his family. They attend, The Church of the Messiah.
Jason loves what he does and can’t wait to help you create a personalized ClearVision plan to make reaching your financial goals a reality.
back-office team
ClearVision Planning™ partners with an outside firm specializing in advanced financial markets and wealth-building strategies. This back-office support brings together 40+ years of industry knowledge that can assist the ClearVision team in analyzing your retirement goals and presenting effective financial solutions for you and your family.
advisor support
Our advisor support team can build financial portfolios based on your values, priorities, and beliefs, and can provide account management, offer tax-saving strategies, and assess current market conditions.
case design
The partnership ClearVision Planning™ has with the case design team can help you make decisions about your portfolio, illustrations, or how to optimize the performance of your existing accounts in line with your goals.
