Jason Danziger, CFP®

Jason Danziger is a Director and Wealth Advisor at Avalon.  Prior to joining Avalon, Jason worked at Goldman Sachs and Co. in both Dallas and Houston where he applied his expertise to work with clients and their advisors to help them achieve their long-term goals using a variety of income tax, philanthropic, gifting and estate planning techniques. Jason also spent five years with a local trust company, where he managed investment accounts by monitoring asset allocation, distributions, client short and long-term investment objectives and drafted comprehensive financial plans for high net worth individuals. Prior to this, Jason worked in public accounting, in various tax compliance roles.  Jason holds the Certified Public Accountant and Certified Financial Planner designations.

 

Education

  • M.P.A., The University of Texas at Austin (2003)
  • B.S.B.A., Washington University in St. Louis (2002)

 

 

Jason Danziger, CFP®

Director

Wealth Advisory

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