Advisor at Golden Bell Financial Planning, LLC
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Firm
Golden Bell Financial Planning, LLC
Location
Alpharetta, GA
Credentials
CFP®, CFA®
Industry experience
15 years
Jason Lina is a CFP® and CFA® with 15 years of experience in financial advising. He has worked at Golden Bell Financial Planning, LLC since 2019 and has been associated with Resource Planning Group since 2011. Lina is based in Alpharetta, GA. Golden Bell Financial Planning provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients. The firm uses an evidence-based investing approach with strategic asset allocation and factor tilts, managing over $200 million in assets with a focus on tax-efficient implementation and tailored investment policy statements.
Based on Golden Bell Financial Planning, LLC
Based on Golden Bell Financial Planning, LLC
Fixed fees may be negotiated in limited cases but no specific amounts stated.
$0 - $2,000,000: 1.00% $2,000,001+: 0.50%
Account minimum: $2,000,000
Alpharetta, GA
Georgia · Texas
Golden Bell Financial Planning, LLC
2019 - Present (7 years)
Golden Bell Financial Planning, LLC
2019 - Present (7 years)
Resource Planning Group
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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