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Jason Draut, Ph.D., CFP®

Jason Draut, Ph.D., CFP®

Derivatives Specialist

Followers of Jason Draut, Ph.D., CFP®1000 followers
location of Jason Draut, Ph.D., CFP®El Cerrito, California, United States

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  • Timeline

  • About me

    Helping software engineers achieve their financial and lifestyle goals using my Financial RoadMapping process.

  • Education

    • Institut national des Sciences appliquées de Lyon

      -

    • Harvard University

      1998 - 2004
      PhD Applied Physics

      Thesis title: Intrinsic stresses in yttria-stabilized zirconia thin films. Research experience: Produced oxide thin films using physical vapor deposition. Modeled stresses in oxide thin films using statistical analysis. Analyzed film microstructure using transmission electron microscopy and x-ray diffraction.

    • Harvard University

      1998 - 2000
      M.S Applied Physics

    • Tufts University

      1993 - 1998
      BS Electrical Engineering, Math, Applied Physics

      Activities and Societies: Swimming and Ultimate Frisbee

  • Experience

    • MSCIBARRA

      Oct 2004 - Feb 2007
      Derivatives Specialist

    • BlackRock

      Feb 2007 - May 2014

      • Portfolio Management and Research - Model Portfolios & Solutions

        Jul 2012 - May 2014

      • Investment Risk Manager, VP

        Feb 2007 - Jul 2012

    • Wynn Capital Management

      Jun 2014 - Dec 2016
      Chief Investment Officer

    • HarborLight Investments, LLC

      Nov 2016 - now
      Founder, CERTIFIED FINANCIAL PLANNER™

      What We Do: As the founder of HarborLight Investments, I specialize in helping senior software engineers and other professionals achieve their financial and lifestyle goals with our Financial RoadMapping process that will empower them to organize and plan their financial future. How We Do It:Using our Financial RoadMapping process we create a clear picture of your current financial life and then craft a detailed plan for how you get from here to retirement, or wherever you want to go. We help you organize your investment strategy to align with your values and goals. This frees us time and mental capacity so you can focus on what you enjoy.What Makes Us Different:We focus on you and your goals rather than fitting you into our expectations. We learn who you are and what matters to you first. Then we help you find a unique solution that gets you to the lifestyle you want sooner rather than later.Let's start a conversation!https://www.harborlightinvestments.com/book-online#Draut Show less

  • Licenses & Certifications

    • California Life, Accident and Health Insurance License

      California Department of Insurance
      Jan 2014
      View certificate certificate

    • Series 65

      Financial Industry Regulatory Authority (FINRA)
      Jan 2014
      View certificate certificate

  • Volunteer Experience

    • Member

      Issued by Rotary International on May 2015
      Rotary InternationalAssociated with Jason Draut, Ph.D., CFP®

    • Board of Directors

      Issued by First Church Foundation, First Presbyterian Church of Berkeley on Oct 2013
      First Church Foundation, First Presbyterian Church of BerkeleyAssociated with Jason Draut, Ph.D., CFP®