Jason Mengel
Certified Financial Planner @Fusion Capital
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WORK HISTORY
Certified Financial Planner @Fusion Capital
EDUCATION
Wofford College
Bachelor of Arts, Finance
SKILLS
ABOUT JASON MENGEL
At Fusion Capital, our mission is to serve as a trusted steward for our clients. As your family’s Chief Investment Officer, Fusion Capital will coordinate and implement an integrated planning and investment process designed to help you more efficiently and effectively manage your financial affairs.Constructing a well-rounded, objective investment portfolio requires the use of a variety of tools, including perseverance, experience, patience and attention to fine detail. The Fusion Team works thoroughly to help all of our clients develop a rewarding investment strategy that meets their individualized objectives.Specialties: High Net-Worth Wealth Management, Professionally Managed Portfolio\'s, Financial & Retirement planning.
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