Jason King

Jason T. King CFP®, EA

Financial Advisor

Jason King is a well-rounded financial, tax, and investment advisor that has a passion to deliver guidance that instills confidence in his clients' financial wellbeing.

Knowing that when it comes to your financial life, true success is not just achieved – it’s sustained. He seeks to provide personalized service to help build and preserve wealth, create a lasting legacy, and implement income strategies that empowers his clients to live their life's ambitions.

Always pursing the knowledge needed to help those in need, Jason has earned his Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNERTM, Enrolled Agent, Series 7, 24 & 66, as well as, the Life and Health Insurance licenses. This is furthered by his continued education through these designations and membership to The Financial Planning Association (FPA).

When Jason is not working, he enjoys spending his time with his wife, Kelsey, traveling, hiking, rock climbing, scuba diving and snowboarding.

We help build, manage, preserve and transition wealth

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