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

Wealth Management Advisor

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

Professional

If Jason does one thing exceptionally well… it’s planning. Jason is a natural born planner, and at times, perhaps even an over-planner. A quality that may drive his wife a little crazy, but one that has proven invaluable to the clients he works.

 

When it comes to his clients, Jason refuses to leave a single stone unturned -- helping to craft a sturdy and smooth walking path to brighter financial futures for his beloved clients.  

 

Jason has been a part of Northwestern Mutual since 2001, and for over 20 years he has held multiple roles within the highly respected financial planning firm.

 

Today, as one of Northwestern Mutual’s most highly sought after financial advisors, Jason works with business owners, physicians, C-Level executive, directors, attorneys and CPA’s in the Philadelphia area to craft financial plans that work for them.

 

Jason believes every American family deserves to have a financial plan and someone to hold them accountable to that financial plan -- and he seeks to be the individual that does both.

 

Not only does Jason take pride in creating world-class financial plans for the professionals he works with, but he wants to educate them on the areas of finance that the majority of the population know nothing about.

 

Jason is more than just a financial advisor -- he is a friend, a coach, a teacher and a support system to his clients.

 

CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant: Sponsored by the Certified Financial Planner Board of Standards, designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board’s Code of Ethics and Professional Responsibility.

Chartered Life Underwriter® (CLU®): Sponsored by The American College, designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.

Retirement Income Certified Professional® (RICP®) A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

Chartered Financial Consultant® (ChFC®) The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Chartered Advisor for Senior Living® (CASL®)Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’s only approved ‘senior’ designation.

 

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2011-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2020-2021

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Quality Award 2009-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2008-2010

Award recognizing performance

 

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