Jason Tank (CFA, CFP®, EA)
Jason Tank focuses in the
following client markets or areas of practice:
- Baby Boomers
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Jason is the founder of Front Street Wealth Management, serving individuals and families as a fee-only wealth manager in the Traverse City area for over two decades.
Before becoming a fee-only investment adviser and financial planner, Jason practiced as an actuary specializing in investment and liability risk management for Allianz Life Insurance Company and ReliaStar Investment Research, both located in Minneapolis, Minnesota. He later applied his actuarial background to serve clients as a wealth manager in Northern Michigan.
Jason graduated from Michigan State University in 1994 with a Bachelor’s degree in Mathematics. In 1999, Jason became an Associate of the Society of Actuaries (ASA, ’99-’04). Currently, he is a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP®) certificant and also an Enrolled Agent (EA.) Jason is a member of the CFA Institute, CFP Board and NAPFA.
NAPFA Start Date
March 04, 2021
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