Jason Klein, CFP® began his career in the financial services industry in 1998 as a Financial Advisor for Morgan Stanley. He spent four years working at Merrill Lynch, where he designed financial plans for high net worth individuals, corporate clients, as well as professional athletes and entertainers. Jason worked as the Director of Financial Planning for the Cowan Financial Group from 2003 until 2007. He achieved his CERTIFIED FINANCIAL PLANNER™ Designation in 2005.
Jason joined the Metlife Financial Group of New York in 2007 as its Advanced Markets Consultant and Financial Planning Director. He transitioned into the role of Director of Strategic Planning for Hudson Wealth Advisors in 2013. Jason utilizes his extensive knowledge as well as state-of-the-art planning tools to create comprehensive and focused financial plans for their clients. These financial plans include retirement analysis, business and employee benefits, financial position, wealth accumulation, estate planning, and protection planning. He is committed to helping clients organize their financial lives, and putting them on the right path towards realizing their financial goals.
In 2016, MetLife Premier Client Group was acquired by Mass Mutual and Hudson Wealth Advisors was merged into Fortis Lux Financial.
Jason lives in Mamaroneck, NY with his wife Heather, daughter Molly, and son Ian.