Jason Benedetti, CFP®
Investment Advisor Representative
Jason Benedetti has built a successful practice over the past 20 years with his focus on client relationships and understanding their individual goals and dreams. He meets with new and existing clients on case design and portfolio analysis with contemporary and innovative wealth management strategies. Jason is very passionate about educating his clients. He believes this industry has too many salespeople and not enough people that empower their clients to understand their retirement and make sound financial decisions. As a Certified Financial Planner, the focus is always to look at the big picture first to determine how each investment decision helps or hurts the client’s financial situation. Jason is married to Joanna, and though they are from Wisconsin and Minnesota respectively, they have lived in Arizona since 1998. Jason is a graduate of Arizona State University with a BS in Economics. They have 5 amazing children who keep them busy, especially coaching their soccer and golf teams. He and Joanna are very involved in their church as well as other charities that help those in need around the world.