Jason Reiman (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, and IRS Enrolled Agent designation.

Quite unexpectedly, circa 2017, I fell in love with horses. Since then, I've focused on partnering with fellow equestrians who desire freedom from the myriad tax and financial questions that undoubtedly affect all aspects of life.

Additional Information

I've been an independent, professional tax & financial adviser for over a decade. I understand that tax and financial topics are complex and often difficult to understand without professional guidance. Recently (end of 2020), considering the global pandemic, political climate and everything else, I just felt the desire to re-ignite my passion for my chosen profession. As a result, Equestrian Financial was born. As an experienced and highly educated tax & financial adviser, I'll help you free your mind of tax & financial complexities so that you can enjoy a deeper, more enjoyable connection between you and your equine friends.