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.