Jason Valentin

Background

About Jason Valentin

I am devoted to helping individuals, families and business build a financial plan using a goals based approach. My past consists of working in banking and financial services which gives me a perspective that helps me relate to my clients. I began my career at JP Morgan Chase as a banker in Midtown Manhattan. Although it was a great experience and I met a lot of amazing people, I wanted to do something more fulfilling. I wanted to be more involved in my client's lives and help them on a more personal level. This is why I joined Northwestern Mutual-Wealth Management company on Park Ave. At Northwestern Mutual we listen to our clients, help them figure out what their goals and dreams are and then put together customized strategies to help ensure those objectives are met. Some our clients' goals are to develop tax-efficient strategies, wealth accumulation, risk management.