Office Location:
3565 Piedmont Rd
Bldg 4 – Suite 340
Atlanta, GA 30305-8202
Growing up, Jason was captivated by stories of his grandparents’ money-saving and investment strategies. Despite being a single-income, blue-collar family, and immigrants from Poland, they did not solely rely on social security for income after retirement. At that moment, Jason decided two things: first, he wanted to make sure he did that for his family when he grew up, and second, because of his love for helping people, he wanted to do that for others.
Fast forward twenty years, he now possesses extensive finance and accounting experience, which enables him to help organizations of all sizes optimize their cash flow and create financial plans that can lead to independent living, just like his grandparents. One of his most significant career accomplishments was assisting a manufacturing company in opening its doors by overseeing all financial processes and handling $20 million in assets.
Moreover, he has devised innovative cash flow forecasting models, providing companies with a 12-month cash flow outlook, and introduced Value-Added Revenue models to help businesses compare revenue generation with their quoted costs. He has also been a guest speaker several times at a mastermind group for manufacturing owners and served on the Conyers-Rockdale Chamber Board of Governors.
In addition to his professional achievements, he has chaired an organization that focuses on networking and professional development for young professionals and is an executive board member of various non-profit groups.
© 2024 Consolidated Planning. All rights reserved.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
