Jason Hiley (CAP, CFP®)

Jason Hiley focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Specialties: Planning for Women, Investments, Retirement Planning, Estate Planning, Charitable Planning, College Planning

Additional Information

Jason Hiley is Partner and Co-Founder of Hiley Hunt Wealth Management, a fee-only registered investment advisor.

After graduating from the University of Iowa with a BBA in accounting and management information systems, Jason worked as a consultant for Fortune 500 companies, helping them improve their people, processes, and technology. He then spent time working for a large mutual fund company, learning the particulars of the industry. During this time, Jason discovered his passion: Fee-Only financial planning.

As an active member of the financial planning community, Jason has spoken nationally about his work with Women in Transition. His financial planning success has been cited in numerous national publications. Jason passed the Uniform CPA exam in the state of Iowa; he is a practicing Certified Financial Planner™ professional; and is a member of the preeminent organization for Fee-Only financial planners in the country, the National Association of Personal Financial Advisors (NAPFA).

Jason lives in Omaha with his wife, Susie, and their children, Carter and Elena. He enjoys giving back to the community and is active in the Omaha Venture Group and Omaha Morning Rotary Club. If not working or spending time with his family, Jason can be found trying to improve his golf game or cheering on his beloved Iowa Hawkeyes.


 

NAPFA Start Date

March 13, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

9850 Nicholas St Ste 315 Omaha, NE 68114-2187 Phone: (402) 504-9347