Jason T. Meiser, ChFC, CLU, RICP^®

I began my career in financial services in 2007.  I have earned the Charted Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) designations from The American College, as well as the Retirement Planning Specialist certificate from The Wharton School for Business, University of Pennsylvania and the Credentialed Holistic Financial Coach certificate from Teachers College, Columbia University.

As a former Director of Wealth Management at Karr Barth Associates, I take great pride in working with my clients to create comprehensive and holistic financial plans with special focus on asset allocation and risk management, income planning, and tax planning.

I grew up in Bucks County, PA and graduated of the University of Hartford.  I currently reside in Worcester, PA with my wife Melissa, two daughters Julia and Greta and son Evan.  In my free time I enjoy the great outdoors, playing drums well, guitar poorly, and spending time with my family.