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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

Education

  • 2000 - 2004
    Wofford College
    Bachelor of Arts, Finance

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Industry Focus. “Financial Services”

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