Founding Partner, Stone Point Wealth
Jason Whitby, MBA, CFA®, CFP®, provides financial planning and investment management for high-net-worth clients.
Jason’s 20 years of experience in the financial services industry encompasses working directly with clients providing holistic financial advice including retirement planning, tax planning, and estate planning as well as providing portfolio management and most recently being the Chief Investment Officer for one of the largest Registered Investment Advisory Firms in Florida. Prior to his financial services career, Jason was employed in the semiconductor industry working in engineering, sales, and finance.
Jason has a Bachelor’s Degree in Chemical Engineering from Purdue University and an MBA from Santa Clara University with a concentration in Finance. Additionally, he is a CHARTERED FINANCIAL ANALYST (CFA®) as well as a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner.
Jason has been widely published and quoted in the media including: Investopedia.com, Morningstar, The Miami Herald, The Sun-Sentinel, Smart Money, Yahoo! Finance, The Globe and Mail as well as Seeking Alpha. He has been an expert contributor to Life Turner® by AARP, and many other financial publications.
Jason and his family live in Miami, FL where they love spending time on the water and walking Samantha, their red teacup poodle.
