Jason R. Papier, President
Jason Papier is the founder and president of Fluent Wealth Partners, LLC. Fluent is a financial planning firm dedicated to working with wealthy individuals, business owners, and nonprofit foundations to secure their financial future. The firm's compensation is derived solely from fees; that is, we receive no commissions on any investment or other products so that we may act as a fiduciary. Jason was a founding partner of Bellatore, LLC a provider of asset management solutions to financial planning firms. Bellatore's investment council includes Nobel Prize winning economist Dr. Harry Markowitz; Behavioral Finance expert Dr. Meir Statman; and risk management expert Dr. Sanjiv Das.
After graduating from Santa Clara University in 1994 Jason began working in corporate finance, where he became a financial analyst. Realizing that his passion was using his finance skills to improve the lives of others, Jason enrolled in the College for Financial Planning to acquire the additional skills needed to pursue wealth management as a career. Jason joined the staff of PWJohnson Wealth Management in 2000.
In 2005, Jason created and began hosting Pro Money Talk. At the time Pro Money Talk was the largest financial podcast on iTunes with listeners in over 40 countries. Pro Money Talk was used in the graduate school of business of 13 domestic and foreign universities. Guests on the show included Steve Forbes and Nobel Prize winning economist Bill Sharpe, among others.
Jason is a frequent guest speaker and lecturer. He has provided analysis and commentary to The Wall Street Journal, Consumer Reports, Worth Magazine, American Medical News, Consumer Digest and many other industry and consumer publications. In 2007 Jason was honored as one of the "40 people to watch under 40" by the Silicon Valley/San Jose Business Journal.
His professional and community involvement includes:
• Neighborhood Housing Services Silicon Valley: Board member
• San Jose Public Library Foundation: Board member
• Financial Planning Association
• Silicon Valley Capital Club: Board of Governors; President Young Executives Committee
• San Jose Museum of Art: Founder and chair, Canvas
• Foundation for Hope: Board member
• Hope: Planned giving committee chair; chair professional advisory board
• San Jose Museum of Art: Planned giving committee