Jason D. May, Cfp® Email and Phone Number
Jason D. May, Cfp® work email
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Jason D. May, Cfp® personal email
Education: Bachelor of Science - Business and Psychology, from the University of Minnesota and the Carlson School of Management. Areas of Focus: Business Management, Entrepreneurship, and Psychology. Experience: several years in commercial banking before joining AdvisorNet Financial in 2010. Background: I'm fortunate to work with many talented and successful individuals, their families, and business owners. The vision of May Financial Planning is to provide the framework and playbook to help our clients:- Wisely manage their financial resources, and accomplish both personal and financial goals- Protect what they have worked hard for, and plan for uncertainty- Secure a desirable and comfortable retirement- Leave behind the legacy they envisionFinancial Planning Priorities: Investment Planning and Advisory, Wealth Accumulation, Life, LTC, and Disability Insurance, Retirement Planning, Tax-Efficient Strategies, Higher Education Funding, Estate and Legacy Planning, Charitable Donations, Employee Benefits, Business Continuation & Succession Planning.*Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other entity.Please visit our website: www.mayfinancialplanning.com
Advisornet Financial, Inc
View- Website:
- advisornet.com
- Employees:
- 98
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OwnerMay Financial Planning Jan 2023 - Present130 Cheshire Lane, Suite 150, Minnetonka, Mn 55305
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Certified Financial PlannerAdvisornet Financial, Inc Jan 2014 - Present130 Cheshire Lane, Suite 150, Minnetonka, Mn 55305See description under Financial Advisor below.
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Financial AdvisorAdvisornet Financial, Inc Oct 2010 - Present130 Cheshire Lane, Suite 150, Minnetonka, Mn 55305Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. We work with business owners, individuals, couples, and their families to create integrated financial planning and investment advisory services. Johno May is my business partner and a financial advisor, and Daniel J. May, CFP® is a Senior Consultant to MFP. Together we help our clients create personalized financial planning strategies to improve their probability of reaching their goals. A well-designed financial plan and disciplined investment approach increases the probability of success throughout the accumulation, conservation, and distribution phases of life.
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Commercial Credit AnalystKleinbank Jun 2008 - Oct 2010Chaska, MnPerformed financial and credit analysis of prospective commercial borrowers. Tasked with analyzing prospective borrowers' business plans, cash flow, and capital structure to determine their repayment capability and risk to the bank. Assisted business bankers and the credit committee in determining appropriate covenants, interest rates, and collateral positions in order to protect the bank and the borrower. -
Loan DepartmentBrickwell Community Bank Jun 2007 - Jan 2008
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Administrative AssistantSwenson Anderson Associates Jun 2003 - Sep 2003Internship / Summer Job.
Jason D. May, Cfp® Skills
Jason D. May, Cfp® Education Details
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Entrepreneurship And Business Management -
Certified Financial Planner -
Business And Psychology -
Cognitive Psychology And Personality Studies
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Mahtomedi High SchoolHigh School Diploma
Frequently Asked Questions about Jason D. May, Cfp®
What company does Jason D. May, Cfp® work for?
Jason D. May, Cfp® works for Advisornet Financial, Inc
What is Jason D. May, Cfp®'s role at the current company?
Jason D. May, Cfp®'s current role is May Financial Planning & AdvisorNet Financial, Inc.
What is Jason D. May, Cfp®'s email address?
Jason D. May, Cfp®'s email address is ja****@****net.com
What schools did Jason D. May, Cfp® attend?
Jason D. May, Cfp® attended University Of Minnesota - Carlson School Of Management, Minnesota State University, Mankato, University Of Minnesota, University Of Minnesota-Twin Cities, Mahtomedi High School.
What are some of Jason D. May, Cfp®'s interests?
Jason D. May, Cfp® has interest in Football, Twins, Reading, Hockey, Cabins, Fishing, Networking, Eagle Brook Church, Children, Frisbee.
What skills is Jason D. May, Cfp® known for?
Jason D. May, Cfp® has skills like Retirement Planning, Strategic Financial Planning, Investments, Credit Analysis, Insurance, Personal Tax Planning, Higher Education Planning, Buy Sell Agreements, Business Succession Planning.
Who are Jason D. May, Cfp®'s colleagues?
Jason D. May, Cfp®'s colleagues are Evan Caye, Clu, Chfc, Joshua Canniff, J.thomas Regan, Steve Shellum, Caleb Komoszewski, Robert Mchattie, Jon Lindstrom.
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