JASON UNDERWOOD, CFP®
WEALTH ADVISOR
About
Jason joined the firm in 2019. He 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
- (509) 663-1661
- jason@cnccpa.com
ARTICLES BY JASON UNDERWOOD
Invest in Your Employees’ Future Through Qualified Retirement Plans
Five Reasons Physicians Need a Holistic Financial Advisor
Thinking About Long-Term Care Planning? Here’s What You Need to Know
Pullbacks, Corrections, and Bear Markets
What Is a Roth 401(k)?
Plan for tomorrow, today
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Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Home offices at 175 E Penny Rd #1 Wenatchee, WA 98801; phone (509) 663-1661.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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