Jason Reiman (CDFA, CFP®, EA, MS)

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

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Hourly

Planning Specialties

In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, I hold a Master’s degree in Personal Financial Planning, plus the Certified Divorce Financial Analyst™, Master Planner Advanced Studies, and IRS Enrolled Agent designations.

I'm a military veteran with over six years of active, honorable service. As an Air Force JAG paralegal, I received unique legal training and experience which has bolstered my financial planning career. If you're in the military or transititioning out, I'm uniquely equipped to help you.

I look forward to connecting with you soon!

Additional Information

By age 27, I had been married nearly a decade, paid off nearly $26,000 of debt in 22 months as a low-ranking Airman in the Air Force, and was on track to become a millionaire less than a decade later.

During this time, I realized that taxes and finances are complicated. 

Through my core values of empathy, honestly, integrity, and excellence, I made it my mission to assist people through the most difficult transitions in life. 

I know what it's like to leave a wife, daughter, and newborn son behind at home in order to accomplish the mission. I also understand the complexities involved with leaving that life behind.

I know what it's like to face the fierce giant called divorce and also what it's like to come out on the other side a better person.

I understand the extreme grief and confusion surrounding the loss of a loved one and the tax and financial decisions that must be made.

I don't sell financial planning. I sell objectivity infused with a great deal of empathy. I'm here to help.

NAPFA Start Date

September 08, 2015

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This Office

11826 N Copper Creek Dr Oro Valley, AZ 85737-9279 Phone: (520) 237-0800