Jason W.

Organizer

CERTIFIED FINANCIAL PLANNER®

Location:

Scottsdale, AZ

Organizer since:

June 27, 2011

What makes you a unique provider of your services?

Using my expertise as a CERTIFIED FINANCIAL PLANNER™ professional and CPA, I am able to provide truly comprehensive guidance when assisting families with important financial decisions and goal setting.

What business category do you represent, any specialty?

CERTIFIED FINANCIAL PLANNER™ professional offering Wealth Management Services focusing on Retirement, Distribution Planning, Risk Management and Estate Planning for successful individuals, families and business owners. Securities and Financial Planning offered through LPL Financial. A Registered Investment Adviser. Member FINRA/SIPC.

Introduction

I provide Wealth Management Services including comprehensive wealth management for successful families and business owners throughout Metropolitan Phoenix. Visit www.washofinancial.c­om for routine disclosures.

What Jason W. is saying about this Meetup Group

Excellent group of people who enjoy learning about each others businesses and are willing to share thoughts, ideas, marketing suggestions and friendship.


This Meetup is community funded

$30.00/month

Member dues are used to:
  • Cover Meetup costs
  • Encourage more engaged members
  • Have a reserve fund
  • Provide supplies or equipment
  • Improve Meetups

14 day free trial

No credit card required

After the trial you must pay dues to be a member of this Meetup.

Cancel dues at any time.

Dues are billed each month.

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