Jason Lee Aldred, CFP®, ChFC®, is a CERTIFIED FINANCIAL PLANNER™ professional. Specializing in financial planning, wealth management, business planning, and wealth strategies, Jason helps clients navigate through a multitude of financial matters. Serving for more than a decade in the financial services industry, Jason previously worked as a financial advisor for Wells Fargo.
Aside from his designations as a CERTIFIED FINANCIAL PLANNER™ professional, and Chartered Financial Consultant, Jason also holds Series 6, 63, 65, and 7 securities licenses, as well as his life and health insurance licenses. Jason is dedicated to helping his clients define and achieve their short and long-term financial goals, and is excited to be a part of this very important process for individuals and businesses alike.
Possessing a strong work ethic, a drive to help others, and a commitment to living every day as if it were his last, Jason lives his personal and professional life based on these lessons his father instilled in him at a young age. Outside of the office, Jason enjoys spending time with his family and friends. A lover of the outdoors, Jason is an avid fly fisherman, hiker, and backpacker. Committed to giving back and helping others, Jason regularly donates his time volunteering at his local church.