Managing Director
About
Jason
Jason Rosener, CFP®, is a Managing Director at Apollon Wealth Management. Prior to his financial planning career, Jason was a professional athlete on the United States Ski Team, competing in the 1998 Winter Olympics and 1997 World Championship Teams. Transitioning from his athletic background, he pursued his passion for investing, which began in childhood after reading Charles Schwab's book on financial independence. Today, Jason applies his problem-solving skills and diverse life experiences to help clients achieve their financial goals.
Jason enjoys outdoor adventures like skiing and biking with his wife. He takes pride in his ability to connect with clients from various backgrounds, providing tailored financial planning solutions. At Apollon, Jason focuses on helping clients navigate complex financial challenges while contributing to the firm’s growth and expansion.
About
Apollon Wealth Management
Apollon Wealth Management is a fee-based advisory firm dedicated to providing personalized wealth management solutions for affluent individuals, families, and business owners. Their approach emphasizes open and honest communication to understand clients' financial situations, aspirations, and concerns, enabling the development of tailored strategies that align with each client's unique goals. By adhering to a fiduciary standard, Apollon Wealth Management ensures that clients' interests are always prioritized, fostering trust and transparency throughout the financial planning process.
Location
Denver, CO
Expertise
Comprehensive Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Optimization
Assisting Business Owners with Liquidity Events & Business Value Preservation
Interests
Nature, Skiing, biking, Exploring New Destinations
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