AeroLeads people directory · profile

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

Senior Wealth Advisor and Director of Financial Planning Services at AFS Financial Group, A HUB International Company
Location: Washington DC-Baltimore Area, United States, United States 6 work roles 3 schools
1 work email found @afsfinancialgroup.com 2 phones found area 301 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@afsfinancialgroup.com
Direct phone (301) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Senior Wealth Advisor and Director of Financial Planning Services
Location
Washington DC-Baltimore Area, United States, United States
Company size

Who is Jason Dahl, Cfp®, Cltc, Cima®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jason Dahl, Cfp®, Cltc, Cima® is listed as Senior Wealth Advisor and Director of Financial Planning Services at AFS Financial Group, A HUB International Company, a company with 22 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at afsfinancialgroup.com, phone signal with area code 301, and a matched LinkedIn profile for Jason Dahl, Cfp®, Cltc, Cima®.

Jason Dahl, Cfp®, Cltc, Cima® previously worked as Director of Financial Planning Services at Afs Financial Group, A Hub International Company and Board of Directors, Treasurer at A Wider Circle. Jason Dahl, Cfp®, Cltc, Cima® holds Bachelor Of Science In Business Administration, Cum Laude, International Finance from American University.

Company email context

Email format at AFS Financial Group, A HUB International Company

This section adds company-level context without repeating Jason Dahl, Cfp®, Cltc, Cima®'s masked contact details.

*@afsfinancialgroup.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jason Dahl, Cfp®, Cltc, Cima®. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Retirement Planning, Investments, Non Profits, Strategic Financial Planning, and 4 others.

Current workplace

Jason Dahl, Cfp®, Cltc, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

AFS Financial Group, A HUB International Company
Afs Financial Group, A Hub International Company
Senior Wealth Advisor and Director of Financial Planning Services
Washington, DC, US
Employees
22
AeroLeads page
6 roles · 24 years

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

A career timeline built from the work history available for this profile.

Director Of Financial Planning Services

Current

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.

Nov 2007 - Present

Board Of Directors, Treasurer

Current

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.

Jan 2008 - Present

Assistant Director

Northwest Constitutional Rights Center

Portland, Oregon Area

2006 - 2007 ~1 yr
Team & coworkers

Colleagues at AFS Financial Group, A HUB International Company

Other employees you can reach at afsfinancialgroup.com. View company contacts for 22 employees →

3 education records

Jason Dahl, Cfp®, Cltc, Cima® education

Bachelor Of Science In Business Administration, Cum Laude, International Finance

Kogod School of Business, B.S. International Finance; GPA 3.67 / 4.0, Graduated Cum Laude Honors: Dean’s List 1999, 2000, 2001, and 2002.

FAQ

Frequently asked questions about Jason Dahl, Cfp®, Cltc, Cima®

Quick answers generated from the profile data available on this page.

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 AFS Financial Group, A HUB International Company?

Jason Dahl, Cfp®, Cltc, Cima® is listed as Senior Wealth Advisor and Director of Financial Planning Services at AFS Financial Group, A HUB International Company.

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

AeroLeads has found 1 work email signal at @afsfinancialgroup.com for Jason Dahl, Cfp®, Cltc, Cima® at AFS Financial Group, A HUB International Company.

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

AeroLeads has found 2 phone signal(s) with area code 301 for Jason Dahl, Cfp®, Cltc, Cima® at AFS Financial Group, A HUB International Company.

Where is Jason Dahl, Cfp®, Cltc, Cima® based?

Jason Dahl, Cfp®, Cltc, Cima® is based in Washington DC-Baltimore Area, United States, United States while working with AFS Financial Group, A HUB International Company.

What companies has Jason Dahl, Cfp®, Cltc, Cima® worked for?

Jason Dahl, Cfp®, Cltc, Cima® has worked for Afs Financial Group, A Hub International Company, A Wider Circle, Northwest Constitutional Rights Center, World Financial Group (Wfg), and People For The American Way.

Who are Jason Dahl, Cfp®, Cltc, Cima®'s colleagues at AFS Financial Group, A HUB International Company?

Jason Dahl, Cfp®, Cltc, Cima®'s colleagues at AFS Financial Group, A HUB International Company include Erik Bowen-Collinson, Cheraque Belkacem, Natalie Atabek, Olivia Nakkash Demissie, Iaccp®, and Jensen Lorea, Cfp®.

How can I contact Jason Dahl, Cfp®, Cltc, Cima®?

You can use AeroLeads to view verified contact signals for Jason Dahl, Cfp®, Cltc, Cima® at AFS Financial Group, A HUB International Company, including work email, phone, and LinkedIn data when available.

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

Jason Dahl, Cfp®, Cltc, Cima® holds Bachelor Of Science In Business Administration, Cum Laude, International Finance from American University.

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

Jason Dahl, Cfp®, Cltc, Cima® is listed with skills including Retirement Planning, Investments, Non Profits, Strategic Financial Planning, Social Security, Long Term Care Insurance, Financial Services, and Wealth Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.