Jason C. Tolzman
Jason C. Tolzman is a financial advisor at Schooner Financial Associates. Jason began his financial planning career in 2023 after graduating from Arizona State University with a Bachelor of Arts degree in Financial Planning and a Minor in Psychology. He holds a Series 7 and 66 securities licenses as well as Life Insurance, Variable Annuity, and Long-Term Care Insurance licenses.
Jason’s focus is to help individuals build wealth, save for retirement, prepare for emergencies, and protect their families. He believes working with a trusted advisor and building a lifelong relationship with them is a crucial part of achieving financial goals.
New clients are only accepted through referrals so that each client receives personalized attention.