Jason Pokorny, CRPC®

As a Financial Advisor, my goal is to provide sound financial advice and service to investors-always striving to build relationships based upon mutual understanding, trust and respect. Through a long-term investment approach, I help clients develop and implement strategies designed for building wealth and realizing their goals. Whether you are planning for retirement, wanting to generate income, or looking to preserve your wealth, I can help.

My experience includes over 30 years in the financial services industry and I have earned the Chartered Retirement Planning Counselor™ certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

Making sure your wealth works in support of your goals takes careful planning. Such planning is not a single event-it is a process. As your life circumstances change, so must the investment strategies I use to stay on course towards meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.

I am active in my community, focusing on organizations benefiting Cancer and Breast Cancer Research. I enjoy golf, tennis, traveling and spending time with my wife Gina and our 3 children Michael, Matthew, and Maggie.