Jason is a Managing Partner and Financial Planner, whose primary areas of focus are retirement and investment planning. Jason works alongside Nicholas Petriello in designing and implementing investment strategies. Jason also plays an important role in the due diligence process of various investments and investment products. He is influential in managing current client relationships as well as securing new client relationships as well as centers of influence.
Jason joined Wealth by Design as a Para-Planner where his role was developing customized financial plans, researching specific client issues and staying current with the ever changing planning strategies. He gained a tremendous amount of knowledge, skills and experience that enhance his ability to serve clients as their Financial Planner.
Jason graduated with Cum Laude honors from Seton Hall University where he earned a Bachelor’s of Science in Business Administration with a concentration in Finance along with a minor in Psychology. He has obtained the CERTIFIED FINANCIAL PLANNERTM certification (CFP® certification) and Chartered Retirement Planning Consultant (CRPC®) designation from the College of Financial Planning in Denver, CO.
He and his wife, Meghan, are happily married and live in Springfield, NJ with their son. Jason is an avid sports fan and his favorite sports are hockey, football and soccer. He played for the Seton Hall University Ice Hockey team, where he also served as a team captain. He enjoys the beach and traveling. He is fluent in both Portuguese and Spanish.