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At a glance

Discipline: Financial Planner
Designations: CFP®
Firm: Willow Creek Wealth Management
Website: willowcreekwealth.com (opens in a new tab)
Located: Sebastopol

Jason Gittins

Financial Planner

Willow Creek Wealth Management — Sebastopol

Practice

I have been a fee only planner for 25 years in Sonoma County helping clients with general estate planning.

Areas of work

Analyzing existing life insurance coverage for continuing relevance to the estate plan
Analyzing proposed transactions for estate and gift tax implications
Charitable gift planning
Developing strategies to minimize potential estate and gift taxes
Developing plans to conserve assets during lifetime and at death
Retirement distribution planning
Succession planning
Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.