Jason Pollens, CSLP, CFP
Jason Pollens
Designation: CFP®, CSLP®
Languages: English
Abacus is a fee-only, fiduciary financial planning and impact investment management firm that helps clients align their values with their investing and expands what’s possible with money. Our core values provide clients with a unique, holistic approach to their relationship with finance.

Business Information

Abacus Wealth Partners is an independent, fee-only impact investment advisor with over three decades of experience and was the first financial advisor ever to become a certified B Corporation. We help people find ease in their financial life to free up time and energy for what matters most.

Our mission is to “Expand what’s possible with money.” This includes not only being mindful of the social and environmental impact of the investment money we manage, but working to expand access for those historically excluded from sound financial advice and economic sufficiency.

As early adopters of Environmental, Social, and Governance (ESG) investing, we have also recently created Abacus Academy for financial education and are engaging with the financial leaders of tomorrow through the BLX Internship. Our culture of humanity and caring strives to create meaningful connections that empower people with thoughtful and fulfilling possibilities for their financial lives.

Business name: Abacus Wealth Partners
Email: jason.pollens@abacuswealth.com
Business phone: 707-861-8018
Focus areas: Comprehensive financial planning, Investment management, Retirement planning, Student loans
License: 7477243
Other license: 276139


“Abacus Wealth Partners, LLC (Abacus) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), with its principal place of business in the State of California. Abacus only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This communication should not be construed as an offer or solicitation to buy, hold or sell any financial instruments, strategies or investment advisory services. Investors must make their own decisions based on their specific investment objectives and financial circumstances and should consult with their own financial advisor, lawyer, accountant, or other advisor before making any financial decisions.”


101 S Main St.
City: Sebastopol
State: CA
Zipcode: 95472

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