Jason is the only financial advisor in Pinetop, Arizona who has obtained the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist(AAMS®) designations.
With over 20 years in the financial services industry, Jason believes in investing with a plan. He is committed to helping his clients develop by providing continuous education and proposing investment plans and strategies that can help identify and prioritize their financial goals.
McCaleb Wealth Management and SharpePoint are Separate entities.
CFP® Certified Financial Planner
AAMS® Accredited Asset Management Specialist