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.
Contact Jason
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
