Jason Cf
Founding Partner at Stone Summit Wealth, LLC | Miami, Florida, United States
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As the Founding Partner of Stone Point Wealth, LLC, Jason Whitby, MBA, CFA®, CFP®, leverages over two decades of extensive experience in the financial services industry to deliver exceptional financial planning and investment management services tailored for high-net-worth clients. His expertise spans a diverse range of areas, including retirement planning, tax optimization, estate planning, and comprehensive wealth management strategies. Jason's holistic approach ensures that clients receive personalized advice that aligns with their unique financial goals and aspirations.
At Stone Point Wealth, Jason spearheads key projects that focus on enhancing client portfolios through strategic asset allocation, including investments in private equity, venture capital, and fixed income securities. His proficiency in managing pension funds and mutual funds allows him to navigate complex market environments effectively, ensuring optimal returns for his clients. Jason is also adept at utilizing Exchange-Traded Funds (ETFs) to provide clients with diversified investment opportunities while maintaining cost efficiency.
Jason's commitment to client education and transparency sets him apart in the industry. He believes that informed clients are empowered clients, and he regularly conducts workshops and seminars to demystify financial concepts and investment strategies. His dedication to fostering long-term relationships is evident in his meticulous attention to detail and unwavering support throughout the financial planning process. As a thought leader in wealth management, Jason continues to innovate and adapt to the ever-changing financial landscape, ensuring that Stone Point Wealth remains at the forefront of the industry.
Founding Partner at Stone Summit Wealth, LLC in June 2021 to Present
Chief Investment Officer / Senior Financial Advisor at Investor Solutions, Inc. in January 2008 to June 2021
Senior Client Advisor at The Lubitz Financial Group in January 2007 to January 2008
VP Portfolio Management at Noesis Capital Management in January 2001 to January 2007
Financial Analyst at KLA-Tencor in January 1999 to January 2001
Engineer at Applied Materials in January 1995 to January 1999
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Pension Funds
Wealth Management
Investment Advisory
Risk Management
Retirement
Alternative Investments
Financial Analysis
Financial Advisory
Series 7
Estate Planning
Investment Strategies
Insurance
Private Banking
Valuation
Bonds
Life Insurance
Pensions
Asset Management
Equities
Financial Planners
401k
Fixed Income
Bloomberg
Capital Markets
ETFs
Hedge Funds
Wealth
Relationship Management
IRAs
Mergers & Acquisitions
Options
Financial Modeling
Financial Markets
Private Equity
Wealth Management Services
Series 63
Trading
Derivatives
Venture Capital
Financial Risk
Financial Services
Investment Management
Mutual Funds
Securities
Asset Allocation
Strategic Financial Planning
Finance
Retirement Planning
Portfolio Management
Investments
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What is Jason Cf email address?
Email Jason Cf at [email protected] and [email protected]. This email is the most updated Jason Cf email found in 2026.
What is Jason Cf phone number?
Jason Cf phone number is +18587298388.
How to contact Jason Cf?
To contact Jason Cf send an email to [email protected] or [email protected]. If you want to call Jason Cf try calling on +18587298388. (updated on October 31, 2024)
What company does Jason Cf work for?
Jason Cf works for Stone Summit Wealth, LLC
What is Jason Cf's role at Stone Summit Wealth, LLC?
Jason Cf is Founding Partner
Jason Cf Email Addresses
Jason Cf Phone Numbers
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