Dr. Jason E. Heller
Senior Executive Vice President
Head of Planning Solutions Group
Ph.D, CFP®, ChFC®, CIMA®, MSFS, RICP®, CMFC®, CLU®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, CAP®, AEP®, CFBS®, CAS®, AIF®, CDFA®, FSCP®, RMA®, CIS®, CES®, APMA®, BFA™, CFEd®, ChSNC®, AFC®, WMCP®, LACP®, CPFA®
As the Head of Planning Solutions Group, 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 & 2021. Jason has qualified for Top of the Table once (2021).
Dr. Heller is not only a Certified Financial Planner Professional®, 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. The 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.”
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Coastal Wealth, 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334. CRN202204-261571