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Jason Wall, MBA

Director of Business Development

At OFI, Jason has stepped into his role as Director of Business Development with excitement.  He loves spreading the good news: that growing wealth should be a joyful, hope-filled experience with a team that loves and cares about you. He is also heading marketing efforts for OFI’s fund, OPTZ.  Jason is an exceptional, caring and competent listener as well as a resourceful problem solver and has brought these skills to OFI.

His Story

Jason graduated with a Bachelor of Science in Political Science from the University of California, Santa Barbara in 1993.  He went on to earn his MBA with a focus in Entrepreneurship and Finance from the University of Southern California Marshall School of Business in 1998.

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Jason spent his next 15 years owning and operating an entrepreneurial start-up venture. This manufacturing and licensing enterprise received high accolades, showcasing in Entrepreneur Magazine as well as the LA Times.  After selling the company, he was able to focus on what he truly loves, which is helping companies and individuals save time and money as they launch their ideas and concepts into the marketplace. Jason took on a role with Management Action Programs (MAP) Consulting to help serve entrepreneurial companies with their growth issues.  He spent the next five years helping companies with their financial needs, securing over $50MM in loans, leases and working capital solutions. 

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At OFI, Jason has stepped into his role as Director of Business Development with excitement.  He loves spreading the good news: that growing wealth should be a joyful, hope-filled experience with a team that loves and cares about you. He is also heading marketing efforts for OFI’s fund, OPTZ.  Jason is an exceptional, caring and competent listener as well as a resourceful problem solver and has brought these skills to OFI.  

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Jason was born and raised in Los Angeles, CA.  He is married to his best friend, Kristin; they have 4 sons (Logan, Carson, Dylan and Colton) and 1 daughter (Payton). The Wall Family loves all beach activities, going to the movies, playing pickle ball and loving others with the love of Jesus daily.  Jason has coached over 60 youth sports teams for his children, having a major positive impact on many families here in Orange County, California. 

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Jason Wall's Areas of Focus​​

  • Enriching Company Culture

  • Impactful Client Experience

  • Marketing & Business Development

  • Sales & Strategic Planning

  • Innovation & Market Research

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Optimize Financial Inc. (“OFI”) is a Registered Investment Adviser with the Securities and Exchange Commission. Additional information about OFI is available at https://adviserinfo.sec.gov. Registration as an investment adviser does not imply any kind of endorsement by any regulatory body, nor certain level of skill or training. This website is intended for informational purposes only and does not constitute a complete description of our investment services or performance, nor does this website constitute investment advice or an offer, solicitation or endorsement of securities with respect to any entity or for any investment strategy or vehicle. Nothing on this website should be construed as personalized financial, legal, or tax advice, nor should it be relied upon as the sole basis for making financial decisions. All investments involve risk, including the possible loss of principal. The information on this website is intended for U.S. residents only. Past performance is not indicative of future results, and there can be no assurance that the investments will achieve their objectives. Before investing, consider your financial objectives, level of experience, and risk tolerance. We encourage you to consult with qualified professionals regarding your specific situation. The opinions and projections presented here are subject to change without notice, and no representation or warranty is made concerning the accuracy of the information provided. Advisory services are only offered to clients or prospective clients where the Firm and its representatives are properly licensed or exempt from licensure. Investing through OFI is only available with an advisory agreement or other official offering documents.

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