OUR TEAM

JASON UNDERWOOD

FINANCIAL ADVISOR

About

Jason joined the firm in 2019 as a financial advisor who believes in doing right by his clients by helping them navigate all their financial decisions. He began his career as a commercial loan officer, where he spent over 15 years striving to help clients achieve their financial goals by determining creative, customized solutions that fit their individual needs. Jason found he was ready to take on a new chapter and venture into financial planning. Much like his career in banking, he continues to deliver the same excellent service working with clients today by focusing on a tailored, tax-efficient financial planning process that’s aimed to give clients clarity and peace of mind.

Jason grew up in Vancouver, Washington, where he attended Evergreen High School. He then attended Washington State University, where he earned a bachelor’s degree in business administration with an emphasis in management information systems (MIS). Jason is also a graduate of the Pacific Coast Banking School at University of Washington. He holds securities licenses 7 and 66 and Washington State life, disability and long-term care insurance licenses.

In his spare time, he spends a lot of time outdoors, enjoying golfing, camping, hiking and cheering on his son while playing sports.

Areas of Practice

Financial Planning, Retirement Planning, Insurance Planning, Business Planning, Investment Management, Education Planning, Estate Planning, Special Situation Planning

Experience

Education

  • Washington State University, B.A. – Business Administration, Management Information Systems
  • Pacific Coast Banking School – Graduate of Banking
  • FINRA Securities Licenses, Series 7 and 66
  • Washington State Insurance License
  • Washington State Life, Disability and Long Term Care Insurance Licenses

Community

Associations

  • Wenatchee YMCA, Board Member and Past President
  • Exchange Club of Wenatchee
  • Estate Planning Council of NCW

Contact

ARTICLES BY JASON UNDERWOOD

Five Reasons Physicians Need a Holistic Financial Advisor

Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Working in the medical field comes with unique financial opportunities and challenges – personally and professionally. You ...

Thinking About Long-Term Care Planning? Here’s What You Need to Know

Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While it may seem prolonged medical circumstances are unlikely to happen to us, unexpected events can occur ...

Pullbacks, Corrections, and Bear Markets

Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing ...

What Is a Roth 401(k)?

Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted ...

Plan for tomorrow, today

Jason Underwood, Financial Advisor CNC Financial Group That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It ...

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(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

P.O. Box 3068
Wenatchee, WA 98807-3068

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