Jason Kolinsky, Cfp®, Cco Email & Phone Number

Jason M. Kolinsky is an Investment Advisor Representative with Kolinsky Wealth Management, LLC, an SEC Registered Investment Advisor, and Life & Health Insurance Producer for Kolinsky Financial Group, Inc. He joined the firm in 2007 and is a Registered Representative and a Registered Principal with The Strategic Financial Alliance, Inc. Jason obtained his Certified Financial Planner™ certification in 2012.At KWM, Jason focuses on providing Investment Advisory Services, Retirement Plan Design and Consulting, Wealth Transfer Planning, and Financial Planning for businesses and individuals. In addition, he is the Chief Compliance Officer for Kolinsky Wealth Management, LLC.Member of the 2023 Million Dollar Round Table, Top of the Table Advisory services offered through appropriately registered representatives of Kolinsky Wealth Management, LLC an independent registered investment adviser. Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC which is otherwise unaffiliated with Kolinsky Wealth Management, LLC and Kolinsky Financial Group, Inc. Supervisory Office: 678.954.4000Certified Financial Planner Board of Standards, Inc.® owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Listed skills include Wealth Management, Retirement Planning, Financial Advisory, Financial Services, and 32 others.