Jason Scott FPQP®
Associate Financial Planner
Phone: 614.326.3077
“I’m excited to be a part of a company that takes great pride in giving our clients the tools and support for financial health. “Fee-Only” financial planning empowers our clients through coaching and education, to embrace a mindset of wealth that fuels their goals and paves a path to financial success.”
-Jason Scott
Jason Scott began his journey with the “Managing to be Wealthy” team as an intern in 2021, where he quickly demonstrated his dedication and skill in financial planning. Recognizing his potential, Jason transitioned into a dual role as both Associate Planner and Client Service Associate. In this capacity, he seamlessly balanced responsibilities, from supporting meeting preparation and executing planning concepts with clients and investment custodians to managing advisor-specific processes vital to the firm’s success.
In 2024, Jason graduated with a Bachelor of Science in Financial Planning and Financial Management, marking a significant milestone in his academic and professional journey.
Following graduation, he elevated his role within John E. Sestina and Company, taking on greater responsibilities and honing his expertise in client relations.He is now focused on expanding his professional development as he works toward the Financial Paraplanner Qualified Professional™ designation (FPQP®), a key step toward becoming a CERTIFIFED FINANCIAL PLANNER™ professional.
Jason’s commitment to continuous learning and professional growth underscores his dedication to excellence in financial planning, making him an integral part of the team as he advances his career.