Author Profile

Jason Roque

Member since 10 months ago

  • 0
  • 0Reviews
  • 1Listing


Jason (Jay) holds a Bachelor’s Degree in Psychology from the University of Massachusetts. He has over 19 years of financial planning experience. He became a CFP® (Certified Financial Planner™) in 2016, an APMA® (Accredited Portfolio Management Advisor℠) in 2019, an AWMA ® (Accredited Wealth Management Advisor℠) in 2020, and is currently working on his Master’s Degree in Financial Planning. Planning for the future and asset management are the cornerstones of his practice. He enjoys providing comprehensive plans for clients, and helping them meet all their financial goals.

Contact Info