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Jason Largey

As Personal Capital’s senior estate planning strategist, Jason applies his estate planning experience that he gained from his legal career as an Air Force JAG Attorney, through civilian law practice helping families and business owners with their estate plans, and as a wealth and estate strategist in the financial services industry. Jason collaborates with Personal Capital clients to identify their current intentions and long-term goals, empowering them to make informed decisions when meeting with an estate attorney to create or revise their estate plans.

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