Jason E. Heller
Executive Vice President | Head of Planning Solutions Group, a Division of Coastal Wealth
Executive Leadership
30+ designations. One mission: to help clients make smarter decisions with confidence.
As the Head of Coastal Wealth’s Planning Solutions Group, a Division of Coastal Wealth, Dr. Jason Heller plays a critical role at Coastal Wealth, leading a professional team of para-planners, product line specialists, financial planners and advance market professionals, who work together to help you make informed decisions that can help maximize your client relationships. Jason’s experience includes the development and implementation of strategies to help clients achieve their goals of growing, preserving and transferring their wealth.
Prior to joining our firm, Dr. Heller worked as an Investment Specialist at MassMutual South Florida and Guardian Life Insurance after managing his own private practice for several years. In 2007, Guardian named Jason their National Investment Specialist of the year. Jason is a lifetime qualifying member of the Million Dollar Round Table and a qualifying member of the Court of the Table in years 2010/12/14/15/16/17/18/19/20 and 2021. Jason has qualified for Top of the Table once (2021).
Dr. Heller is not only a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), he has earned thirty industry designations, including the Certified Investment Management Analyst® (CIMA®), a designation given jointly by the Wharton School of Business and the Investments & Wealth Institute, along with the Retirement Income Certified Planner (RICP). Jason has received his Ph.D. from the American College (’20) in financial and retirement planning. He also has two Masters degrees in Financial Services from the Institute of Business & Finance (’05) and the American College (’16).
Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. Jason is married to Jessica, a third-generation Massachusetts Mutual Life Insurance Company (MassMutual) agent. They live in Ft. Lauderdale with their two children, Cameran and Jackson. A conservative financial planner by training, Jason’s motto is “I would rather lose a little opportunity than lose actual dollars.”
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. [Reg. Rep. Name] is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. [link to www.SIPC.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202303-280499
Career Snapshot
Head of Planning Solutions Group,
30+
industry designations across planning, investing, and retirement
Ph.D. in Financial & Retirement Planning
The American College
Lifetime MDRT Member
Top of the Table (2021)
Top of the Table
– Million Dollar Round Table (2021)
Court of the Table
– MDRT (2010, 2012, 2014–2021)
National Investment Specialist of the Year
– Guardian (2007)
Ph.D. in Financial & Retirement Planning
– The American College (2020)
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
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I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
