Jason Rankin is a CERTIFIED FINANCIAL PLANNER® professional and Managing Principal at Strong Valley Wealth & Pension. A Fresno native and graduate of California State University, Fresno, Jason started advising in 2004 alongside his father, building the client-first practice that later became part of Strong Valley. Two decades in, he has guided successful families and business owners through some of the most consequential financial decisions of their lives.

Jason works as each client’s wealth strategist. Strategy comes first. He starts by helping clients define the life they actually want, then calculates what it takes to fund it, then builds a coordinated plan across taxes, estate structure, investments, and cash flow. He works closely with clients’ CPAs and attorneys on Roth conversion schedules, charitable tools like donor-advised funds and charitable remainder trusts, trust design, and business and real estate transitions.

On investments, Jason believes the portfolio should serve the plan, not the other way around. He favors quality, durability, and tax awareness. In practice that means tilting toward strong balance sheets and dependable cash flows, rebalancing with discipline, and keeping costs and taxes low wherever possible. For clients near or in retirement, the emphasis shifts to predictability and protecting against large drawdowns. For younger clients and business owners, he is open to selective growth opportunities within a prudent risk budget.

Most clients come to Jason within ten years of retirement, or after a major event like a business sale, inheritance, or real estate liquidity. They want one point of accountability who keeps the moving parts coordinated and the plan on track as markets and laws change.

Jason has deep roots in Fresno. Outside the office he spends his time exercising and training, coaching his boys, and traveling with his sons Dane and Decker.