We have moved our North Hills office to
2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
Our Mt. Lebanon office location remains unchanged

Jason R. DeFelice, CFP®

Financial Advisor
  • Jason DeFelice is a CERTIFIED FINANCIAL PLANNER® professional
Jason is part of the
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

412-630-6000
North Hills Address
2100 Georgetown Drive
Suite 600
Sewickley, PA 15143
South Hills Address
740 Washington Road
Mt. Lebanon, PA 15228
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.

For a no-obligation consultation

Contact Us