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Jason Pokorny, CRPC®

Jason Pokorny, CRPC®

Wealth Planning Advisor

Through a long-term investment approach, I help clients develop and implement strategies designed for building wealth and realizing their goals. As a Wealth Planning Advisor, my goal is to provide sound financial advice and service to investors; always striving to build relationships based upon mutual understanding, trust, and respect. Whether you are planning for retirement, wanting to generate income, or looking to grow or preserve your wealth, I can help.

Making sure your wealth works in support of your goals takes careful planning. To provide comprehensive retirement planning services to my clients, I completed rigorous coursework and examinations to earn the designation of Chartered Retirement Planning CounselorSM (CRPC®) from the College for Financial Planning.


Investment planning is not a single event- it is a process. As your life circumstances change, so must the investment strategies used to stay on course towards meeting your objectives. That is why I collaborate with you, one-on-one, to design strategies targeted to your specific needs and goals. With over two decades of experience in financial advice, throughout major shifts in the markets; I can help my clients structure balanced portfolios to address their specific financial goals.

I am active in my community, focusing on organizations benefiting cancer and breast cancer research. I enjoy golf, tennis, traveling and spending time with my family. My wife Gina and I live in Mequon with our three children.

I look forward to extending my services to you and your family. Together, we will develop financial strategies designed to fit your unique situation.