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Jason Heller, Ph.D., CFP®, CIMA, MSFS, CFS

Jason Heller, Ph.D., CFP®, CIMA, MSFS, CFS

Investment & Annuity Specialist

As the Investment & Annuity Specialist at Z Wealth Solutions, Jason Heller specializes in the development and implementation of strategies to help our clients achieve their goals of growing, preserving, and transferring their wealth.

Prior to joining our firm, Jason 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.