Photo by Marco Calderon
Jason M. La Vigne, CFP®, and Alexandra Herrera
Jason M. La Vigne, CFP®, is a man on a mission: to help people discover the science of investing. At Blue Water Financial in Easton, he helps clients every day create a purpose for their money, that which is greater than money itself. “Money does not create happiness,” he says, “I want people to be able to fulfill on their American Dream!”
Blue Water Financial is an event-driven company where clients receive training to develop as successful investors. Using educational workshops, both in person and virtual, clients learn a methodology to get them to their desired returns. Trained, disciplined investors are far less likely to gamble and speculate with their money.
La Vigne knows people get nervous about the market, politics or geopolitics and find it hard to discuss money. “Anything that threatens our survival we run from, and I would put money and investing in that camp.” It’s his hope the knowledge clients receive at Blue Water Financial allows them to be more free around their money and live their lives with abundance, greatness and peace of mind.
Securities offered through Triad Advisors LLC, Member FINRA/SIPC; Advisory Services offered through Blue Water Financial, LLC. Blue Water Financial, LLC is not affiliated with Triad Advisors LLC.
Published as part of Faces of the Valley in the May 2024 edition of Lehigh Valley Style magazine.
