Jason Renner, CFP®
Meet Jason
Financial planner
As a financial planner, I find great fulfillment in helping people reach their financial goals. One of the most rewarding moments is telling work-weary clients that they can finally retire and embark on the next exciting phase of their lives. I also enjoy discussing investments and helping investors feel confident and comfortable with their options.
I am proud to be a Certified Financial Planner® professional, having completed the Executive Program in Financial Planning through the Terry College of Business at the University of Georgia. This achievement not only underscores my commitment to providing comprehensive financial planning services to all our clients but also reflects my dedication to maintaining the highest designation in the industry.
I joined the Life Strategies team in January of 2018. Having been involved behind the scenes with Kelly since the inception of the business, it was a natural and welcome progression to become part of the day-to-day operations. I keep the office running smoothly with my technical expertise and background in project management.
On a personal note, my life is deeply connected to my professional world. Kelly and I have been married for 29 years, and we have three grown boys and three wonderful grandchildren. I hold a degree in culinary arts and enjoy cooking in my free time. My hobbies include playing the guitar, especially trying to keep up with my youngest son who plays bass in a local band. I also have a passion for traveling and exploring the great outdoors, often combining the two to turn every vacation into an adventure.
Being a financial planner allows me to merge my passion for financial strategy with my commitment to helping others, all while balancing a fulfilling personal life.
This website is for informational purposes only and does not constitute investment advice nor a solicitation to buy or sell any security or engage in a particular investment strategy. Life Strategies Financial Partners provides advisory services through Rossby Financial LLC, a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Information contained herein is provided by sources deemed to be reliable; however, accuracy and completeness cannot be guaranteed. All investing involves risk, including the possible loss of principal. Results are not guaranteed, as past performance does not indicate future results. Rossby Financial LLC and its affiliates do not provide tax or legal advice.