Jason Heller Ph.D., CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CAP®, CMFC®, AAMS®, CRPC®, CFS®, FSCP®, AWMA®, CRPS®, BCAA, AEP®, CFBS®, CDFA®, RMA®, CIS®, CAS®, CES®, AIF®, BFA™, APMA®, CFEd®, ChSNC®, AFC®, WMCP™, LACP®, CPFA®, C(k)P®

CERTIFIED FINANCIAL PLANNING® PROFESSIONAL

Prior to working with South Florida Financial Services, Dr. Heller worked as an Investment Specialist at MassMutual South Florida and Guardian Life Insurance after managing his own private practice for several years. In 2007, Guardian named Jason their National Investment Specialist of the year. Jason is a lifetime qualifying member of the Million Dollar Round Table, and a qualifying member of the Court of the Table in years 2010/12/14/15/16/17/19/20 & 2021. Jason has qualified for Top of the Table once (2021).

Dr. Heller is not only a CERTIFIED FINANCIAL PLANNER Professional®, but he has also earned thirty-four industry designations, including the Certified Investment Management Analyst (CIMA®), a designation given jointly by the Wharton School of Business and the Investments & Wealth Institute, along with the Retirement Income Certified Planner (RICP®).

Jason has received his Ph.D.® at the American College (’20) for financial and retirement planning. He also has two master’s degrees in financial services from the Institute of Business & Finance (’05) and the American College (’16). 

Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan.  Jason is married to Jessica, a third generation Massachusetts Mutual Life Insurance Company (MassMutual) agent.  They live in Ft. Lauderdale with their two children, Cameran and Jackson.  A conservative financial planner by training, Jason’s motto is “I would rather lose a little opportunity than lose actual dollars.”

 

 

Phone 954 689-9409