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Meet Jason

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Bringing more than two decades of experience to Lund Financial Management, Jason Lund specializes in retirement and financial strategy, distribution planning, legacy transfer and insurance.

Jason provides clients with extensive industry knowledge and expertise, specifically when it comes to IRA and 401(k) planning strategies. Jason’s methods give clients opportunities to minimize their taxes while simultaneously maximizing the value of their retirement income.
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Jason, and everyone at Lund Financial Management, believe in a consultative approach, providing customized strategies for wealth preservation, tax mitigation and legacy planning to effectively meet clients’ complex needs. Team goals are simple: preserve, protect and defend clients’ retirement income, eliminate unnecessary taxation and provide clients the ability to pass legacies onto their loved ones. 

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Jason R. Lund

Wealth Management Consultant
43460 Ridge Park Drive
Suite 200-R
Temecula, CA 92590

O 951.461.3638
M 619.200.7141
[email protected]
CA Insurance License #0808110

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This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Advisory Services Offered through CreativeOne Securities, LLC an Investment Advisor. Lund Financial and CreativeOne Securities, LLC are not affiliated.
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  • Home
  • About
    • Meet Jason
  • Services
  • Our 4-Step Plan
  • Resources
  • Events
  • News
  • Contact