I help Pennsylvania’s public school employees (PSERS, 403b, 457b), business professionals (401k rollovers & design/build), and families (IRAs, life/disability/long-term care insurances, & planning) so they can live & retire well. Jason Hurwitz, MBA, CLTC®, AIF®
I'm a 3rd-gen Financial Advisor helping Pennsylvania's educators, business owners, and the people they care about live and retire well. WHY ME?
✔ A genuine concern for my clients that helps alleviate the anxiety often associated with finances
✔ Earned the AIF® designation in support of my commitment to serving the best interests of my clients
✔ Earned the CLTC® designation to better help clients with their long-term care planning needs
✔ A business & financial acumen honed while earning my M.B.A. graduate degrees
✔ My family includes educators, financial advisors, and small business owners, so "I get it"
✔ A commitment to building relationships of trust
✔ Global life experiences = a worldly & disciplined perspective
WHY MY FIRM?
☑️ Selected by PSEA for investment and retirement planning for 50 years
☑️ Helped 10s of 1000s of clients plan for the important financial events in the lives
☑️ $3+ billion in assets under management
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