Executive Wealth Manager
As an Executive Wealth Manager, Jason works with clients daily, helping them with investment strategy and developing very clear, personalized financial plans. Jason is a Certified Financial Planner (CFP) and a Certified Retirement Planning Counselor (CRPC). In addition, he is a member of the firm’s investment committee. He is also an adjunct professor at Temple University, where he teaches a course on investing and personal finance. Jason has been recognized as a FIVE STAR WEALTH MANAGER by Philadelphia Magazine.
Jason graduated cum laude from Drexel University with a B.S. in Business Administration and a concentration in Finance. He lives in Wayne with his wife Lauren and sons Cooper and Ryder, enjoys skiing, and is an avid fan of the Philadelphia Flyers.
Why are you in wealth management?
I chose a career in wealth management because I love working with people. Helping clients reach their life goals and make smart decisions is deeply rewarding for me, no matter how big or small.
My goal is to become a client’s trusted advisor and to be their first call whenever they have a decision to make.
What do you love most about being part of Sage?
I love the culture and team atmosphere at Sage which brings together people with different backgrounds and a vast knowledge set to seek ways to ensure that our clients receive the best advice and service possible.