Jason Kuilman, CFP®

Erie, PA

Jason is a Senior Partner at PRESTIGE Wealth Strategies. Jason graduated from Penn State with a degree in finance. Jason started in the Financial Services industry in 2005 with his business partner, Michael DiVito, at Equitable Advisors. He joined PRESTIGE Wealth Strategies a few years later in 2015. He earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation in 2008. He also has earned the Chartered Financial Consultant (ChFC). Jason’s focus is on a goal-based wealth management, and helping individuals and families in pursuit of their short-long term financial objectives. Jason assists in the teams focus on goal based wealth management approach where he reviews all aspects of a client’s life in relation to their financial plan to maximize the efficient transfer of wealth on a tax favorable basis.

A lifelong Erie resident, Jason heads up the PRESTIGE Weatlth Strategies office in Erie, PA. He presently lives in Fairview with his wife Michelle and two kids, Jackson and Anna. In between the various activities that the kids are involved in, you my find Jason on a golf course or spending time with his family. He is the co-founder of the Equitable Erie golf tournament which has been successfully going since 2013, and has raised well over $150,000 during that time for various charities in Erie.

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

_{Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.}