CSLP Program - Student Loan Advisor Training
$0 0

Cart

No products in the cart.

Advisor Detail

Jason Pollens

Jason Pollens

Designation: CFP®,CSLP®
Languages: English
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
Contact

Contact Information

101 S Main St.
Email:
jason.pollens@abacuswealth.com
Business Phone:
(707) 861-8018
City: Sebastopol
State: CA
Zipcode: 95472

Social Information

Business Name:
Abacus Wealth Partners

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 f

Disclaimer:
"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."
Focus Areas:
Financial Planning, Retirement, Investments, Student Loans, Financial Management
License 1:
CFP
License 1:
276139
License 2:
FINRA 7477243
Fees:
Assets Under Management, Monthly Retainer
CSLP Issue:
July 12, 2020
CSLP Exp:
July 12, 2027
Search for another CSLP Advisor

Quick Links

Contact

Other Links

Socials

© 2016-2026 CSLA Institute Board of Standards. All Rights Reserved.

McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

  • Find all of your orders, subscriptions and addresses in your account

  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

Tab Content

This is a basic text element.

Tab Content

This is a basic text element.