Bio
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Topline AI
Jason Mengel, CFP, is a seasoned financial professional with 13 years of experience in wealth management, portfolio management, and retirement planning. He holds a Bachelor of Arts degree in Finance from Wofford College and is a Certified Financial Planner. Jason is currently working at Fusion Capital, where he has been since August 2010.
As a certified financial planner with extensive experience in corporate finance, investment strategies, and asset allocation, Jason provides expert customer service and financial advisory services to clients.
Experience
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Certified Financial Planner
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Aug 2010 - Present
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Education
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2000 - 2004Wofford College
Bachelor of Arts, Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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