Jason Ambrosini CFP®
As VP of Financial Planning, Jason Ambrosini works alongside clients to understand their financial goals and craft investment plans tailored to their needs. Jason focuses on ensuring that their assets are well-diversified and aligned with their objectives, be it retirement planning, education savings, or general wealth management.
Before stepping into his current role, Jason spent three years as a part of the Client Experience Team, handling operational tasks and providing administrative support to clients, playing a pivotal role in each stage of the client relationship.
Jason’s educational background includes a BA in Political Science from Stony Brook University, which provided him with a solid foundation in understanding economic principles and their implications within policy and governance. Jason has earned the CERTIFIED FINANCIAL PLANNER™ designation and has passed the Series 65 examination to further enhance his skills and expertise in the financial advisory space.
Outside of work, Jason serves as an umpire for the Long Island Baseball Umpires Organization (LIBUO), officiating games from youth leagues to the collegiate level. Passionate about the game, he also mentors aspiring young umpires, teaching them the rules and mechanics to succeed within the organization.