Jason Bernal (CFP®)
Jason Bernal focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
- Baby Boomers
- Business Owners
- Charitable Giving
- Entrepreneurs
- Generation X
- Investment Advice with Ongoing Management
Planning Specialties
Baby Boomers
Business Owners
Retirement Planning
Tax Planning
Additional Information
I began my career in the financial services industry while attending the University of Toledo. After graduating, I gained unique experience working in the manufacturing and financial industries. This experience allowed me to understand the complex world of business while making it simple to understand for my clients.
After several years with local financial institutions, I have developed strategies that make the reasons for working with me compelling. I understand that planning for the future can be scary and that educating my client is paramount. My calm approach to helping clients helps shed light on their future.
I am the founding member and owner of Blue Jay Financial Group. I was raised in Defiance and graduated from Tinora High School. My wife, Christina, and I have 6 children; Carter, Lucy, Jackson, Owen, Bernadette, and Max. We reside in rural Defiance. I am an avid handyman and enjoy woodworking. I also love playing golf, spending time with my family and reading.
NAPFA Start Date
March 13, 2019