MassMutual financial professional.

Jason Bishop CFP®, ChFC®, AIF®, AIFA®, ChFEBC℠, BFA™, CFEd®, CPFA®email

Jason Bishop CFP®, ChFC®, AIF®, AIFA®, ChFEBC℠, BFA™, CFEd®, CPFA®email


uFinancial Group - Exton

111 E Uwchlan Avenue
Exton, PA 19341

Professional Story

Jason was born in Denver, CO and raised on a farm in Lebanon County, PA. Jason began his career as a business analyst for intellectual property and patent management. Prior to joining UFG Advisors, he was also involved in corporate finance. Jason is passionate about financial education. He teaches financial literacy courses throughout the year for the U.S. Department of Defense, Homeland Security, and Border Patrol. Jason also provides adult education at local schools in the evenings. Jason specializes in pre-retirement and retirement strategies for individuals and families.

Away from the office, Jason enjoys spending time with friends and family, kayaking, and traveling

 


Languages: English


Credentials: ChFEBC, CFEd®, ChFC®, CFP®, AIF®, BFA, CPWA®


Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, College Funding Strategies, Retirement Income Planning, Estate Planning, Financial Education, Risk Management Strategies, Military, Financial Planning


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Connect with Jason

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