Cfp® Jason Mardinly Crpc®

Jason Mardinly, CFP®, CRPC®, is an Executive Wealth Manager at Sage Financial Group, specializing in advising high net worth families and young professionals in wealth accumulation. With extensive experience in investment management, retirement planning, estate planning, and tax strategies, Jason has been instrumental in guiding clients through various financial phases since August 2017. In addition, Jason serves as an Adjunct Professor at Temple University, teaching a course on personal financial planning and investing. Prior roles include Financial Advisor at Cordasco Financial Network and Registered Representative at The Vanguard Group, where Jason managed significant assets and developed client relationships. Jason holds a Bachelor’s Degree in Finance from Drexel University and a Certificate in Financial Planning from Boston University.