PROFESSIONAL BACKGROUND

Jason Benedetti, CFP®, Certified Financial Planner Professional, joined the firm in 2003.  He believes that knowledge is the key to a successful financial future. Jason’s background, experience, and commitment to providing his clients with the resources they need to make financial decisions, can help make their financial future as successful as they need it to be. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps Jason recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Jason attended Arizona State University and earned a Bachelor of Science in Economics degree.  He holds FINRA Series 6, 7, and 63 Registrations and is Life, Accident and Health licensed.

Away from work, Jason enjoys golf, watching sports, coaching kids’ soccer and golf teams, and wine tasting.

 

                                                                                                                     CRN202408-736911