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Jason Stramara is a Senior Financial Advisor with more than 25 years of experience in wealth management and comprehensive planning. He specializes in retirement planning, tax strategies, estate, investment and risk management strategies. Jason employs a disciplined, goals-based investment philosophy where capital preservation and consistent growth are at the forefront. By thoroughly understanding each client's objectives, risk tolerance, and values, he strives to develop and implement sophisticated, customized strategies designed to withstand varying market conditions and achieve long-term financial success. Jason helps guide clients through complex decisions with confidence and clarity. He aims to build enduring relationships founded on trust and delivers calm, objective counsel tailored to each clients unique circumstances. Jason is originally from Lancaster, Pennsylvania and a graduate of Penn State University with a Bachelor of Science degree in Economics. He relocated to Florida in 2012 and currently resides in Winter Garden, Florida.
CA Insurance License Number: 4441410. Resident State: FL
Long vs Short-Term Goals
You have financial goals in life. Some are long-term goals, like saving for retirement or paying for education. Some are short-term, such as saving for a vacation or a down payment on a car.
But how do you reach your goals?
