Jason Tafoya

Jason is a Senior Vice President and Financial Advisor at Wealth Enhancement. Since beginning his career in the financial planning industry in 2010, Jason has helped clients navigate tax smart planning, retirement and estate strategies, risk management, and disciplined investment management.

In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Jason is an Accredited Investment Fiduciary® designee and holds his Series 66 securities license. He believes that financial planning is personal and deeply connected to each client’s unique life experiences. Jason guides clients through key trade-offs such as risk versus return, present needs versus future goals, and individual priorities versus family considerations—ensuring their financial plan reflects what matters most to them.
Before transitioning into financial planning, Jason spent nearly 13 years at Microsoft Corporation as a Program Manager and later operated his own consulting business. This combination of corporate and entrepreneurial experience gives him a practical understanding of the financial complexities facing professionals, business owners, and families across different stages of life.

A lifelong resident of Washington State, Jason appreciates the Pacific Northwest and its diverse landscapes and communities. Outside the office, he enjoys traveling, hiking, photography, home improvement projects, reading, and pursuing opportunities for personal growth.