Jason Monteagudo, ChFC

Jason Monteagudo, ChFC

Investment Adviser Representative

Phone: 610-841-3037
Fax: 610-841-3038
E-mail:


Jason Monteagudo joins the team at Client 1st Financial after eight years in private practice.  Jason, his wife, Jessica and their children, Sophia and Jacob, currently reside in Blakely, PA but with the move to Client 1st Financial are looking to relocate to the Lehigh Valley. 

 

Jason's education, experience and professional affiliations have fostered his comprehensive approach to offering financial services and advice to his clients. His commitment to professional education is evidenced by his Chartered Financial Consultant designation (ChFC ®), which he earned in 2015.

 

Who you are, what you value, and what you care about form the foundation of your financial strategy. Your specific situation and challenges are unique to you. Your financial strategy should be unique as well.  Jason is fond of saying, "Life is about more than just money. We can work together to ensure that both you and your loved ones are protected and provided for, both now and throughout your lives."

His first objective is to truly understand client's goals and values in a way that can only be achieved by developing a deep, long-lasting, client centered relationship. Jason looks forward to the opportunity to get to know clients of the firm and to helping them reach their financial goals.