The Financial Planning Puzzle

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About the author

Jason Silverberg

Jason Silverberg is widely recognized as one of the foremost experts on financial planning. His practice aims at helping individuals, families, and small business owners to create new financial visions, opportunities, and futures, while overcoming obstacles that may hinder success.

Jason takes a values-based approach, which allows him to connect with his clients on a deeper level than most other advisors, diving into the "why" behind the numbers. He focuses on helping clients achieve and protect their goals through methodical investment strategies, calculated risk management, and insurance solutions.

Continuing education is key to Jason’s thirst for knowledge. He is a CFP® (Certified Financial Planner™) and has received his CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations from The American College.

Jason appeared on ABC's The Savvy Investor Show and is a regular financial speaker at the United States Patent & Trademark Office. Additionally, he was a financial correspondent for Take Pride Community Magazine.

Jason lives in Gaithersburg, MD with his wife, Lindsay, and children, Joshua and Rebecca. He enjoys running outside and in competitive races. He completed the Frederick Marathon in 2010 and participates annually in the Kentlands/Lakelands 5K.