Jason Gentner
Financial Advisor, CFA®, CFP®
Jason Gentner has been affiliated with L&M since 2002 and is a Registered Representative with Securities America, Inc. and an Investment Advisor Representative with Securities America Advisors, Inc. He is also director of the 403(b) Department at L&M and holds the designations of Certified Financial Planner (CFP), Certified Financial Analyst (CFA), and Certified in Long-Term Care (CLTC).
With a focus on educators and their families, as well as small business owners and their employees, Jason strives to help clients with retirement income planning, investment analysis, goal-based investing, life insurance and long-term care insurance needs, and college planning. His goal is to help clients work toward financial independence sooner and with less risk.
To do so, he works with clients to understand their current financial circumstances, and then design and implement a customized strategy. He can also create a financial plan by analyzing monthly household cash flow and identifying inefficiencies that can be turned into savings, which compound over time.
Education
- Bachelor of Science in Business, Miami University, 2002
- Certificate in Financial Planning, Boston University Center for Professional Education
Awards
Consumers Research Council of America’s Guide to Americas Top Financial Planners
What I Like Most About My Job
Meeting with clients and educating them about the financial planning process – and striving to make them smarter and more successful investors as a result.
Member of
- Financial Planning Association
- National Tax Shelter Association of America