Jason Heller, CFP®,CIMA, MSFS, CFS
As the Equities Coordinator, Jason Heller plays a critical role at Z Wealth Solutions. Jason specializes in the development and implementations of strategies to assist our clients achieve their goals of growing, preserving, and transferring their wealth.
Prior to joining our firm, Jason had worked as an Investment Specialist at Guardian Life Insurance, MetLife Financial and managed his own private practice for several years. In 2007 Guardian Life Insurance named Jason National Investment Specialist of the Year.
Jason is not only a CERTIFIED FINANCIAL PLANNER™ Professional, he has earned over a dozen industry designations, including the Certified Investment Management Analyst (CIMA), a designation given jointly by the Wharton School of Business and the Investment Management Consultants’ Association (IMCA).
Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan.