Jason Runung
Financial Advisor @Summit Wealth Group
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Summit Wealth Group
CO, US
Throughout my career I have helped professional individuals and families establish day-to-day habits and plans that will impact the entirety of their financial future. They are often surprised at my ability to interpret, analyze and translate complex financial concepts in a way that helps them feel comfortable and secure about their finances. By delivering an approachable and comprehensive plan, I help clients clarify the path to their goals. I have assisted mature couples by confirming their diligence and persistence have paid off and they are ready to retire. And I have helped small business owners review their current operations, the impact on their personal standings, and how to take care of themselves, as well as their employees and clients in the long run.
EDUCATION
Texas A&M University
Bachelor of Science (B.Sc.), Business Economics
SKILLS
ABOUT JASON RUNUNG
Most people tend to work with multiple financial professionals to address their investment, finance and accounting needs. This can lead to inefficiencies where these professionals are communicating in a reactive manner after actions have already been taken and no changes can be made. At Summit, we work in a proactive and tactical way to view and manage the entirety of your financial picture and take the appropriate actions in advance of when they need to occur. This approach is invaluable to our business owner clients and individuals looking to incorporate sophisticated tax planning into their financial planning.Summit’s success in this space is what led to Jason being selected by ColoradoBiz’ Magazine to its list of Top 50 young Professionals in the state of Colorado for 2019. This is a great honor and the culmination of our efforts to help our clients in the best way possible in this, and other states. Additionally, Summit has been recognized as being among the fastest-growing private firms in the country for 2019 by Inc. Magazine, reflecting the trust that our clients place in us, which is ultimately what we value most.This communication is strictly intended for individuals residing in the states of CO. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Summit Wealth Group, 9360 Station St. Suite 400, Lone Tree, CO 80124, 30••••••07.Please review our Terms of Use at ColoradoBiz Magazine’s Top 50 Young Professionals based on age, diversity, leadership growth, community involvement and professional achievement and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.