Jason D. Field

Jason D. Field, CFP®, is a Certified Financial Planner with over a decade of experience in wealth management, specializing in high-net-worth and ultra-high-net-worth clientele. They currently serve as a VP Wealth Planner at Fidelity Investments, where they manage a substantial portfolio and cultivate strong client relationships. Previously, at Van Leeuwen & Company, Jason excelled as Head of Financial Planning, leading to significant asset growth and new revenue. Their career also includes roles at Ameriprise Financial and Fidelity Investments, as well as experience as a Golf Professional. Jason holds a Bachelor's Degree in Business Administration and has been featured in notable publications like Forbes and Business Insider.