Jason Sacks (CFP®, CFS®)

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

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Jason is a Certified Financial Planner who deeply values developing long-term relationships with clients and helping them achieve their financial and life goals. Jason also plays a significant role in customizing client portfolios and overall investment strategy, and believes it is very important that a client’s financial plan and investment portfolio reflect who they are and what they are trying to achieve.

Additional Information

Jason graduated from the University of Delaware with a Bachelor of Arts in Economics. He began his career in the financial industry in 1997, garnering decades of experience working with equity and fixed income markets.

Jason lives on Long Island with his wife, two children, and shih tzu. He is an avid sports fan who also enjoys traveling, trying new restaurants, and exercising.

NAPFA Start Date

March 20, 2019


This Office

445 Broadhollow Rd Suite 215 Melville, NY 11747-3601 Phone: (516) 694-7900 Fax: 516-694-7901