Jason Dahl, Cfp®, Cltc, Cima® Email and Phone Number
Jason Dahl, Cfp®, Cltc, Cima® work email
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Jason Dahl, Cfp®, Cltc, Cima® personal email
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Jason Dahl, Cfp®, Cltc, Cima® phone numbers
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.
Afs Financial Group, A Hub International Company
View- Website:
- afsfinancialgroup.com
- Employees:
- 22
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Senior Wealth Advisor And Director Of Financial Planning ServicesAfs Financial Group, A Hub International CompanyWashington, Dc, Us -
Director Of Financial Planning ServicesAfs Financial Group, A Hub International Company Nov 2007 - PresentBethesda, MarylandAFS 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 -
Board Of Directors, TreasurerA Wider Circle Jan 2008 - PresentAt 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. -
Assistant DirectorNorthwest Constitutional Rights Center 2006 - 2007Portland, Oregon Area
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Senior AssociateWorld Financial Group (Wfg) 2004 - 2007Portland, Oregon Area -
Resource Development AssociatePeople For The American Way 2002 - 2003Washington, District Of Columbia
Jason Dahl, Cfp®, Cltc, Cima® Skills
Jason Dahl, Cfp®, Cltc, Cima® Education Details
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International Finance -
Financial Planning And Services -
Investments And Securities
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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