Michael R. Jason, MBA, CRPC®
Investment Specialist & Financial Planner
Mike is a financial planner and investment specialist who is responsible for helping clients outline their financial plan, paying special attention to important life milestones. He works closely with other client advisors (CPA, attorney, etc.) to ensure goals and objectives are shared and aligned.
As an investment specialist Mike is part of the Wealth By Design investment committee which is responsible for researching opportunities and preparing portfolio recommendations. Additionally, he takes lead on conducting investment reviews with clients to confirm their expectations continue to be calibrated to their forward-looking goals.
Prior to joining Wealth By Design, Mike worked 16 years at Merrill Wealth Management, most recently holding the position of Wealth Management Specialist. During his tenure, he developed and refined his skills in the investment and retirement planning area with plans to further expand into estate and asset protection, charitable planning and business owner continuity and succession.
Mike graduated from St. Bonaventure University where he earned a Master of Business Administration and Bachelor of Business Administration both with a concentration in Accounting/Finance. He also achieved an industry designation of Chartered Retirement Planning Counselor (CRPC ®) which denotes expertise in helping clients develop a roadmap to retirement income.
Mike currently resides in Wayne, NJ with his wife, two kids and family rescue dog. He grew up in Buffalo, NY before moving to New Jersey in 2001 but remains a diehard Bills and Sabres fan. Mike is very active in the hockey community as a coach, official and director of a Learn-to-Play program. He is an avid runner (having completed two marathons) and enjoys golf and cooking (especially BBQ smoking).