Dr. Jason Heller Ph.D., CFP®, RICP®, CIMA®, MSFS
Chief Operations Officer & Wealth Planner
Dr. Jason Heller is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Operations Officer at Generational Wealth.
Jason holds 34 designations and received his Ph.D.® at the American College (’20) for financial and retirement planning. He also has two master’s degrees in financial services from the Institute of Business & Finance (’05) and the American College (’16).
As a Wealth Planner and an Investment Specialist, he plays a critical role at Generational Wealth. Jason’s expertise includes the development and implementation of strategies to help clients achieve their goals of growing, preserving, and transferring their wealth
Prior to joining the firm, Jason had worked as an Investment Specialist with Guardian Life Insurance and managed his own private practice for several years. In 2007, Guardian named Jason National Investment Specialist of the year.
Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. Jason is married to Jessica and they live in Ft. Lauderdale with their two children, Cameran and Jackson. A conservative financial planner by training, Jason’s motto is “I would rather lose a little opportunity than lose actual dollars.”