Jason C. Olenski, CFP®, CLU®, CASL®, ChFC®, RICP®

Wealth Management Advisor

  • Office 215-968-7225
  • Mobile 267-261-4059


Jason was born and raised in Bucks County, Pennsylvania -- a place that he adores and still calls home to this day.

When Jason is not building brighter financial futures for his clients, he is spending time with his wife Heather, their son Christian (a.k.a “Chief”), their daughter Natalie… oh, and we can’t forget about the family dog: Lucky.

Jason and Heather are huge advocates for the March of Dimes Foundation, whose mission they feel deep within their souls. Both of their children were born premature and they have experienced first hand the pain and anxiety that comes along with spending some unexpected time in the NICU.

Because of this, as a family they participate in the March of Dimes Walk -- an annual event that raises funds that go directly towards children born prematurely, in hopes that they receive the best care possible.

On the weekends, Jason enjoys spending time by the shore or taking trips to the park with the family -- where he and heather can be seen chasing their children and four-legged family members.

When the weather is nice, Jason loves to entertain at his home, where he shows off his skills in the kitchen or grill -- he is constantly watching cooking shows to improve on his craft as a chef.

Jason is also a die-hard Philadelphia sports fan, and played basketball, soccer and golf in college. And, he has also been known to frequent flea markets and garage sales with Heather in hopes to discover some lost treasure.



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