Jason Purvis
Narratives shape our lives, from the stories told about us, to those we tell ourselves. Learn the tools to take control of your narrative and blow the lid off your potential.
Jason is a Southern California native coming from a small town of La Puente. Jason didn’t grow up around wealth or have much access to it as a first generation college graduate. Jason has always pursued his love for helping others. In 2012 Jason joined the financial services industry, combining that love, helping others, with his skill of communicating difficult concepts, in easy actionable ways after being inspired by the legacy of his wife’s late Grandfather affectionally, known as PapPap.
Since he joined the industry, Jason has one numerous awards, including Rookie of the year and multiple top performer trips around the world. Along the way he has received several promotions, including local sales manager, and regional director of Southern California at one of the top investment firms in the world.
Jason considers himself a lifelong learner and is currently pursuing masters degree in personal financial planning and recently achieved highly coveted, CERTIFIED FINANCIAL PLANNER designation. All of this effort is to provide a better life for his family. His wife, Karissa, his children, Elisha Uriah, Issac, Bow and Naomi are his daily inspiration. Jason‘s life can be summarized in four words, faith, family, fitness, and finances.
Jason is a Southern California native coming from a small town of La Puente. Jason didn’t grow up around wealth or have much access to it as a first generation college graduate. Jason has always pursued his love for helping others. In 2012 Jason joined the financial services industry, combining that love, helping others, with his skill of communicating difficult concepts, in easy actionable ways after being inspired by the legacy of his wife’s late Grandfather affectionally, known as PapPap.
Since he joined the industry, Jason has one numerous awards, including Rookie of the year and multiple top performer trips around the world. Along the way he has received several promotions, including local sales manager, and regional director of Southern California at one of the top investment firms in the world.
Jason considers himself a lifelong learner and is currently pursuing masters degree in personal financial planning and recently achieved highly coveted, CERTIFIED FINANCIAL PLANNER designation. All of this effort is to provide a better life for his family. His wife, Karissa, his children, Elisha Uriah, Issac, Bow and Naomi are his daily inspiration. Jason‘s life can be summarized in four words, faith, family, fitness, and finances.
Developing the Leader Within You
Format: One day, seminar, four day luncheon, learn, weekly mastermind
This program is perfect for:
- Leaders looking to elevate their impact on their workforce.
- Employees looking to break into leadership opportunities.
The audience will leave with:
- [Insightful daily practices to increase their influence, work with greater...
Black Success in Corporate Culture
Format: 30 minute keynote, breakout
This program is perfect for:
- Aspiring Black employees looking to break into leadership roles
- Current mid - level management struggling to gain footing for the next role
The audience will leave with:
- Clear steps to overcome obstacles
- Inspiration from someone that has been there...
Recruiting and Developing Diverse Talent
Format: 30 minute keynote, breakout.
This program is perfect for:
- Organizations that want to move culture towards an inclusive environment with to alienating existing leadership
- Recruiters who believe access to the corporate ladder should not be restricted to checking the right box.
The audience will leave with:
- Skills to implement better...
Biblical Response to Justice
Format: 60 min sermon, breakout
This program is perfect for:
- Churches and organizations that feel a call to respond to Jesus’ cry’s for justice without bending their knee to cultral fads
- Those who want to learn to be an ally to hurting communities.
The audience will leave with:
- Bible based teaching on how to take action on God’s cry for...
7 things I learned from working with the wealthy
Format: 40 Keynote, 6 week workshop.
This program is perfect for:
- Personal growth in finances
- Enterpenuers looking to control their cash flow
The audience will leave with:
- Insight to how the wealthy grow money
- Direction where to start their own wealth journey.
Certifications & Awards
