Meet the Team

Jason Rizk

Associate Advisor
Office: (541) 602-0088
Email: jason.rizk@avieradvisors.com

Focused on helping clients align personal and financial goals.

My Role

I work with our Lead Advisors to build retirement plans and tax efficient strategies that allow our clients to minimize taxes while maximizing cashflow towards their short/long-term goals. I aspire to fully understand each of our client’s individual personal and financial goals which allows us to find the plan that is in their best interest.

Another aspect of my role is to ensure that implementation of the client’s plan runs smoothly by communicating with our Client Service Associates, Lead Advisors & other team members. Finally, I am studying for the CERTIFIED FINANCIAL PLANNER™ exam to give me further insights on financial planning topics.

My Story

I started my finance career with three subsequent internships at AXA Advisors (now Equitable Advisors) before graduating from Oregon State in 2017 (Go Beavs). Naturally, I moved into a position with Illuminate Financial Group a subsidiary of Equitable Advisors. My focus at that time was working with public-school employees and their families. In July 2021, I became a member of the growing family at Avier!

My family is from Tyre, Lebanon a biblical city built on Roman ruins. Going back to visit as a kid opened my eyes to all the beautiful places around the world and fostered a growing curiosity of other cultures. I have been hooked on travel ever since and lucky enough to study aboard in both Costa Rica (6 months) and Spain (4 months) where I was able to refine my Spanish speaking skills. I have visited 17 countries in total and I am eager to add more to the list!

Education

Bachelor’s of Science in Finance – Oregon State University

Bachelor’s of Science in Accounting – Oregon State University

Licenses

Series 66

READY TO GET STARTED?

Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.