Jason Dahl, Cfp®, Cltc, Cima®

Jason Dahl, Cfp®, Cltc, Cima® Email and Phone Number

Senior Wealth Advisor and Director of Financial Planning Services @ AFS Financial Group, A HUB International Company
Washington, DC, US
Jason Dahl, Cfp®, Cltc, Cima®'s Location
Washington DC-Baltimore Area, United States
Jason Dahl, Cfp®, Cltc, Cima®'s Contact Details

Jason Dahl, Cfp®, Cltc, Cima® work email

Jason Dahl, Cfp®, Cltc, Cima® personal email

Jason Dahl, Cfp®, Cltc, Cima® phone numbers

About Jason Dahl, Cfp®, Cltc, Cima®

I joined AFS Financial Group in 2007 and have continuously worked to help individuals and families make wise financial decisions. I thrive at making complex financial topics understandable and turning uncertain aspirations into achievable results.I graduated cum laude with a bachelor’s degree in international finance from the American University and have more than 12 years of wealth management experience.

Jason Dahl, Cfp®, Cltc, Cima®'s Current Company Details
AFS Financial Group, A HUB International Company

Afs Financial Group, A Hub International Company

View
Senior Wealth Advisor and Director of Financial Planning Services
Washington, DC, US
Employees:
22
Jason Dahl, Cfp®, Cltc, Cima® Work Experience Details
  • Afs Financial Group, A Hub International Company
    Senior Wealth Advisor And Director Of Financial Planning Services
    Afs Financial Group, A Hub International Company
    Washington, Dc, Us
  • Afs Financial Group, A Hub International Company
    Director Of Financial Planning Services
    Afs Financial Group, A Hub International Company Nov 2007 - Present
    Bethesda, Maryland
    AFS Financial Group specializes in investment management, financial planning, and retirement plan advisory services. We provide customized, sophisticated investment management and financial planning to successful individuals who truly value personal interactions with their advisor. We’re also an industry leader in providing retirement plan strategies and services to corporations, non-profit organizations, and small businesses. AFS Financial Group offers the experience and sophistication of a large, institutional firm, with a level of attention and client service only an independent, locally-owned company can provide.AFS Financial Group, LLC7700 Old Georgetown Road, Suite 630Bethesda, MD 20814
  • A Wider Circle
    Board Of Directors, Treasurer
    A Wider Circle Jan 2008 - Present
    At A Wider Circle, we believe that if one child is in poverty, every child is in poverty. If one mother is in poverty, every mother is in poverty. That is why we provide beds, dressers, and other basic need items to families that are moving out of shelters or living in neglected neighborhoods. It is why we run after-school programs in low-income schools and why we teach health and wellness classes at shelters and public housing facilities. We serve seven days a week - 365 days a year - in response to the more than 300 calls we receive each day. The causes and effects of poverty do not exist Monday through Friday, from 9:00-5:00, and neither can our effort to end it.
  • Northwest Constitutional Rights Center
    Assistant Director
    Northwest Constitutional Rights Center 2006 - 2007
    Portland, Oregon Area
  • World Financial Group (Wfg)
    Senior Associate
    World Financial Group (Wfg) 2004 - 2007
    Portland, Oregon Area
  • People For The American Way
    Resource Development Associate
    People For The American Way 2002 - 2003
    Washington, District Of Columbia

Jason Dahl, Cfp®, Cltc, Cima® Skills

Retirement Planning Investments Non Profits Strategic Financial Planning Social Security Long Term Care Insurance Financial Services Wealth Management

Jason Dahl, Cfp®, Cltc, Cima® Education Details

Frequently Asked Questions about Jason Dahl, Cfp®, Cltc, Cima®

What company does Jason Dahl, Cfp®, Cltc, Cima® work for?

Jason Dahl, Cfp®, Cltc, Cima® works for Afs Financial Group, A Hub International Company

What is Jason Dahl, Cfp®, Cltc, Cima®'s role at the current company?

Jason Dahl, Cfp®, Cltc, Cima®'s current role is Senior Wealth Advisor and Director of Financial Planning Services.

What is Jason Dahl, Cfp®, Cltc, Cima®'s email address?

Jason Dahl, Cfp®, Cltc, Cima®'s email address is da****@****hoo.com

What is Jason Dahl, Cfp®, Cltc, Cima®'s direct phone number?

Jason Dahl, Cfp®, Cltc, Cima®'s direct phone number is +130195*****

What schools did Jason Dahl, Cfp®, Cltc, Cima® attend?

Jason Dahl, Cfp®, Cltc, Cima® attended American University, University Of Portland, University Of Pennsylvania - The Wharton School.

What are some of Jason Dahl, Cfp®, Cltc, Cima®'s interests?

Jason Dahl, Cfp®, Cltc, Cima® has interest in Civil Rights And Social Action, Environment, Poverty Alleviation.

What skills is Jason Dahl, Cfp®, Cltc, Cima® known for?

Jason Dahl, Cfp®, Cltc, Cima® has skills like Retirement Planning, Investments, Non Profits, Strategic Financial Planning, Social Security, Long Term Care Insurance, Financial Services, Wealth Management.

Who are Jason Dahl, Cfp®, Cltc, Cima®'s colleagues?

Jason Dahl, Cfp®, Cltc, Cima®'s colleagues are Olivia Nakkash Demissie, Iaccp®, Jensen Lorea, Cfp®, Erik Bowen-Collinson, Natalie Atabek, Cheraque Belkacem, Nizar Ahmad.

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