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Jason Bimonte, CFP®

Jason Bimonte, CFP®

Jason Bimonte is a Certified Financial Planner™ professional. He has over 15 years experience in the Financial Services Industry working with such firms as Bank of New York, JPMorgan, Societe Generale and Guardian. In 2010 Jason decided to shift his focus from the institutional side of investment banking to pursue his passion for helping individuals and professionals make informed decisions when it comes to their financial well-being.   

Jason Received a BA In Finance from Manhattanville College. He currently holds the following registrations: Series 7, 63, 55, along with Life, Health and Variable Annuity Insurance licenses.

Jason currently resides in Old Bethpage with his wife Michelle and their three children - Michael, Jason and Julianna.