Jason Kuilman, CFP®

Jason Kuilman, CFP®

Senior Partner

Jason started the Equitable Erie office with his business partner Mike DiVito in 2005. He graduated from Penn State with a Bachelor's Degree in Finance, and went on to earn his Certified Financial Planner professional designation in 2008. He has helped develop Equitable into one of the leading 403(b) provider in the area. He focuses his practice on helping his many clients throughall phases of wealth accumulation, protection, and distribution.

A lifelong Erie resident, Jason presently lives in Millcreek with his wife Michelle and his two kids Jackson and Anna. In his spare time he enjoys spending time with his family, golfing, and an occasional triathlon/half marathon. He is a co-chair for the Equitable Erie golf tournament which help raised over $7,000 last year for the United Way's Imagination Library.

 

“CFP® and CERTIFIED FINANCIAL PLANNER TM professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.”

Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by Equitable Advisors or its affiliates.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 814-461-7206
Fax 814-461-7239