Aif® Jason Rogers is an accomplished wealth management executive with extensive experience in new business development, investment analysis, and practice management. With over 25 years of experience in the field, he has worked with firms ranging from start-ups to $18B in assets under management (AUM). Currently, he serves as the Director of Wealth Advisor Relations for The San Diego Foundation. In this position, he provides his expertise to wealth advisors across the San Diego area on charitable giving strategies and customized investment strategies. His goal is to help clients define their charitable giving goals and contribute assets in a tax-efficient manner. He is committed to helping wealth advisors deepen their client relationships through charitable planning, delivering education on various charitable vehicles and donor-advised fund growth. Aif® Jason Rogers has a Bachelor's degree in Business Administration and Management from Point Loma Nazarene University and has studied SIFMA: Securities Industry Institute at The Wharton School. He has also held various executive positions in firms such as Cetera Advisor Networks LLC, SunAmerica/AIG, Sentra Securities Corporation/Spelman & Co., Inc.