Jason Dahl, CFP®

Jason was born and raised in a small town on the Oregon Coast. College brought him to the east coast, where he was an International Finance major at American University when his favorite professor pushed him to think hard about his career choice. Pointing out Jason’s aptitude for finance and strong desire to help people, this professor suggested that Jason consider becoming a Certified Financial Planner™. After graduating and working for several years in nonprofit development, Jason heeded the advice; he completed the required coursework, passed the CFP® exam, and in 2007, he joined AFS Financial Group (now a part of TCG Advisors, a HUB International Company).

Jason deeply values helping clients with their entire financial plans, from retirement and education planning to portfolio management and tax and legacy planning strategies. He prides himself in bringing each small detail together to form the big picture of a client’s financial life. Jason is a Certified Financial Planner™ Professional (CFP®) and holds the Certified Investment Management Analyst (CIMA) certification and the Certification in Long-Term Care (CLTC) designation. As an Investment Advisor Representative with Commonwealth Financial Network, Jason previously held the FINRA Series 6, Series 7, and Series 63 Securities Registrations. He received a B.S. in International Finance from the Kogod School of Business at American University.

Jason lives in Northeast D.C., with his wife, Beth, and their two kids, Leo and Elena. He and Beth are passionate travelers and have been fluent Spanish speakers since living and working in Ushuaia, Argentina, the southernmost city in the world, after college. In his spare time, Jason cheers loudly for the Oregon Ducks and enjoys playing his collection of vinyl records for family, friends, and a variety of music venues. Jason is a board member for A Wider Circle, an organization that aims to lift people out of poverty in the D.C. area.