Jason W. Dahl,  CFP<sup>&reg;</sup> - Financial Advisor

Jason W. Dahl, CFP®

CLTC, CIMA®

Director of Financial Planning Services

AFS Financial Group

7700 Old Georgetown Rd. Suite 630
Bethesda, MD 20814
FINANCIAL ADVISOR'S WEBSITE
(301) 961-8408

General

Jason Dahl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AFS Financial Group in Bethesda, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified in Long-Term Care (CLTC)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Fixed Insurance products and services offered through AFS Financial Group Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth

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