Jason Lord, Cfp®, Cpwa®
About Jason Lord, Cfp®, Cpwa®
Jason Lord, CFP®, CPWA®, serves as First Vice President at UBS Financial Services Inc., where he has worked for 26 years. He specializes in comprehensive wealth management and financial planning, helping clients navigate their financial goals through various life stages.
Work at UBS Financial Services Inc.
Jason Lord has held the position of First Vice President at UBS Financial Services Inc. since 1998, accumulating 26 years of experience in this role. His tenure at UBS reflects a commitment to providing comprehensive wealth management and financial planning services. Lord's extensive experience in the financial services industry enables him to address a wide range of client needs and challenges.
Education and Expertise
Jason Lord studied at the University of North Dakota, where he focused on Financial Management and Economics. His educational background provides a solid foundation for his expertise in wealth management and financial planning. Lord holds professional designations as a Certified Financial Planner (CFP®) and a Chartered Private Wealth Advisor (CPWA®), which further enhance his qualifications in the financial sector.
Background
With over two decades of experience in the financial industry, Jason Lord has developed a deep understanding of comprehensive wealth management. His career is marked by a focus on helping clients navigate financial complexities and achieve their financial objectives. Lord emphasizes the importance of proactive financial planning, encouraging clients not to delay their financial decisions despite uncertainties.
Client-Centric Approach
Jason Lord prioritizes a client-centric approach in his practice. He works closely with clients to help them define and communicate their financial goals. Lord partners with clients to guide them through various life stages and financial challenges, ensuring that their financial strategies align with their personal aspirations and circumstances.