Jason Kennedy, AIF®, CPFA®

Retirement Plan Advisor

Scottsdale, AZ
Jason Kennedy, AIF®, CPFA®

Retirement Planning


C-Suite Executives
Business Owners

Jason serves as a Retirement Plan Advisor.  He holds the Accredited Investment Fiduciary certification as well as the Certified Plan Fiduciary Advisor designation. Jason has worked and specialized solely within the retirement plan space, including 401(k), 403(b), 457, NQDC plans, for the past 10 years.  Jason loves working with plan sponsors to identify, design, and implement efficient retirement plan solutions that serve to meet the needs of the owners, C-Suite executives, and employees.  Clients remain in Jason’s professional care because of his consistency, focus, and support of their personal financial education. 

Jason has a BS from Western Washington University and MBA from Western Governor’s University.  In his spare time Jason enjoys traveling, Seahawks football, and spending time with his wife Bethany and daughter Mia.