Jason Kuilman, CFP®,ChFC, CRES

Jason Kuilman, CFP®,ChFC, CRES

Senior Partner -

Office: 814-461-7206
Fax: 814-461-7239
E-mail:
 
Senior Partner Jason is a Senior Partner at PRESTIGE Wealth Strategies. Jason graduated from Penn State with a degree in finance. Jason started in the Financial Services industry in 2005 at Equitable Advisors and joined PRESTIGE Wealth Strategies a few years later. He earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation in 2008. He also has earned the Chartered Financial Consultant (ChFC). Jason’s focus is on a goal-based wealth management and helping individuals and families in pursuit of their short-long term financial objectives. Kevin assists in the teams focus on goal-based wealth management approach where he reviews all aspects of a client’s life in relation to their financial plan to maximize the efficient transfer of wealth on a tax favorable basis. A lifelong Erie resident, Jason heads up the PRESTIGE Wealth Strategies office in Erie, PA. He presently lives in Fairview with his wife Michelle and two kids, Jackson and Anna. In between the various activities that the kids are involved in, you my find Jason on a golf course or spending time with his family. He is the co-founder of the Equitable Erie golf tournament which has been successfully going since 2013, and has raised well over $150,000 during that time for various charities in Erie


Securities and investment advisory services offered through Equitable 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 Equitable Advisors, LLC or its affiliates.

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