Planning Ahead: Navigating Financial Strategies Under Trump’s Tax Policies

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04 Feb 2025 |
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Jason S. Matthews: Best Selling Author & National Speaker
Jason S. Matthews, MDRT, is the President and CEO of Matthews Financial & Insurance Solutions & Gibson Monroe Wealth Advisors. He began his career in 2004 with New York Life Insurance Company, earning recognition for outstanding sales and becoming the youngest to achieve the Elite Executive Council ranking twice.
In 2009, Jason founded Matthews Financial & Insurance Solutions, specializing in tax strategies and retirement income planning. The firm operates nationally and has been recognized as one of the top Black-owned businesses in the San Francisco Bay Area by the San Francisco Business Times in 2021 and 2022. Jason holds the prestigious MDRT designation as Member of the International Million Dollar Round Table, representing the top 1% of financial advisors worldwide.
He authored the bestselling book The Age of $elf Reliance and has served in leadership roles, including as Western Regional VP and National Board Member of the Urban Financial Services Coalition (UFSC) and past board president of Alzheimer’s Services of the East Bay. Jason is also a guest columnist for the Sacramento Observer, a speaker at prominent events like San Francisco Small Business Week, and a commentator for KTVU's Mornings on 2. Currently, he is pursuing his Tax Planning Certified Professional (TPCP) designation.
Jason is married with three children, Kai, Zion, and Adonis. He enjoys baseball, traveling, and his latest hoby, cycling. You can reach him by calling (510) 288-3268 or via email at INFO@MFIS.BIZ