CA Insurance License #0F55397
Jason has spent the past 32 years developing his financial services practice, focused on meeting the needs of each individual client. Prior to joining Vital Planning Group, Jason worked as a wealth management advisor at Northwestern Mutual, providing financial and investment advice, retirement, and estate planning services. Jason also earned the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and the Certified Long-Term Care (CLTC) designations, whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning.
Jason began his career as a fund pricing analyst at the Bank of New York in their Unit Investment Trust division and at Bankers Trust in their pension funds area. He also served as a stockbroker at two boutique firms, Tasin & Company in Islandia, New York, and Donald & Company in New York, New York, trading stocks and options as well as managing assets for both retail and institutional clients.
Jason graduated from Duke University with a B.A. in Economics and Public Policy. He is a member of Chi Psi Fraternity. In his spare time, he enjoys traveling, art, music, sports and cooking with his children Ava and Maxwell. He resides in Livingston, New Jersey.