Mario Jasso 💡 Health-to-Wealth Financial Consultant in

Mario Jasso 💡 Health-to-Wealth Financial Consultant

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Financial Advisor at RTB Advisors
📍 Dallas-Fort Worth Metroplex, United States

Mario Jasso is an independent Financial Advisor and U. S. Army veteran specializing in a "Health-to-Wealth" approach for entrepreneurs and families. He focuses on integrating insurance, risk management, and wealth building. Described by clients as diligent, professional, and honest, he also holds a Texas Real Estate License.

Before his career in finance, Mario was a restaurant owner and professional chef for 20 years. This background in hospitality shapes his client-first mentality, where he is known for treating clients like family. His culinary expertise covers Authentic Mexican, Tex-Mex, and Italian Mediterranean cuisines.

A U. S. Army veteran, he managed secure network infrastructure within a Sensitive Compartmented Information Facility (SCIF).

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Experience
26 Years
Current Role
Financial Advisor
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Mario shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mario cares about

Holistic Financial Planning
His entire professional philosophy is built on the "Health-to-Wealth" approach, bridging the gap between health insurance protection and long-term wealth accumulation.
Entrepreneurial Finance
As a former restaurant owner, he focuses on helping business owners and high-income professionals navigate their unique financial journeys, from risk management to growth.
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Career

Work history

6-2023
Financial Advisor
RTB Advisors
6-2016
Principal Consultant
Jasso Group Insurance
10-2000 - 6-2013
Restaurant Owner
Tres Jose's Cocina Mexicana
2-1991 - 2-1995
US ARMY
US Army
In the press

Media appearances

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Education
1996 - 1999
Telecommunications Engineering
DeVry Institute of Technology
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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