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
- 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