Jason Silvia

Jason Silvia is a deeply knowledgeable financial advisor, bringing over 20 years of experience in comprehensive financial planning to help his clients identify and establish their short-term and long-term financial objectives. He is passionate about helping people pursue their financial dreams with real, workable strategies that focus on clients’ needs, concerns, and values.

Jason is also a Chartered Retirement Planning Counselor*, which affords him specialized knowledge and experience in helping clients map out plans for retirement. These plans may account for the timeframe for retirement, the money needed to retire, and what’s necessary for clients to retire how they want and when they want.

A husband and father of three children, Jason understands the importance of family and leaving a sound, financial legacy. He is also a former United States Marine, serving in missions such as “Operation Restore Hope” in Somalia.

*CRPC conferred by College for Financial Planning.