Jason Trujillo
Client Services Associate
Hi, my name is Jason Trujillo, and I serve as a Client Services Associate at Centric. My core responsibilities revolve around the provision of exceptional service to our valued clients, while also extending crucial support to our financial advisors.
My academic journey finds me currently enrolled at the University of Houston, where I am pursuing a double major in Finance and Accounting, with a concentration in Personal Financial Planning. Throughout my time as an undergrad, I've had the privilege of serving in various roles, from restaurant management to business consulting. Today, I proudly find myself immersed in the dynamic field of wealth management. What I find most exciting is this role brings various facets of business consulting to the context of personal financial success rather than corporate growth.
My passion for finance has been an enduring flame throughout my life. As the child of immigrants, I have been keenly aware of the divide that exists between our way of life and the realization of financial prosperity. This divide, I quickly realized, was primarily rooted in a lack of financial literacy. It is this profound realization that fuels my fervor for helping individuals achieve their financial aspirations. I am deeply committed to bridging the financial literacy gap through comprehensive financial planning and investment management.
By melding my academic pursuits, professional experiences, and personal values, I am poised to contribute significantly to the success of our clients and the vision of Centric as a whole.
Getting To Know Jason
I chose Centric because
from our very first encounter, I recognized a striking alignment of passions, principles, and values. Also, I found great inspiration in the exceptional leadership of the firm, making it evident that this is where I could embark on a path of substantial personal and professional growth.
My favorite food is
my mom’s tamales. She only makes them twice a year, on my birthday and on Christmas, so the anticipation makes them taste even better!
My favorite quote is
“the man who says he can, and the man who says he cannot are both correct”
In my free time you can find me
spending time with my family, working out, or learning to play the piano.
I draw inspiration from
my family. From the sacrifices my parents made for me, to the unwavering loyalty my siblings show me, I know that they will always have my back.
Professional
Years of Experience
