Financial Advisor
Financial Advisor
- Jason Defelice is a CERTIFIED FINANCIAL PLANNER™ professional
Jason is part of the
Alison Wertz Advisory Team.
Alison Wertz Advisory Team.
Jason joined Bill Few Associates in 2021 after graduating from Robert Morris University with a bachelor’s degree in finance and a minor in accounting. As a financial advisor, he considers all aspects of the financial planning process and focuses on retirement planning, tax planning, and asset allocation.
Jason resides in Belle Vernon with his wife Alayna and their dog, Livvy. In his spare time, Jason enjoys golfing, traveling, and playing ice hockey.
