With nearly fifteen years' experience in the financial industry, Jason Rosener, a CERTIFIED FINANCIAL PLANNER™, has extensive knowledge of investments, insurance, tax, estate and retirement planning. At Capital Investment Counsel, Jason focuses on portfolio management and client relationships. Prior to joining CIC, he was an investment consultant with Charles Schwab, where he worked closely with his clients to develop comprehensive financial plans including investment management and insurance planning.
A member of the US Olympic Ski Team for eight years, Jason competed in the downhill in Nagano, Japan in 1998, and the World Championships in Sestriere, Italy in 1997. He is a four-time US Junior National Champion and a World Junior Championships bronze medalist. Jason studied Finance at the University of Colorado and graduated from the College for Financial Planning as an Accredited Asset Management Specialist. He is a member of the Financial Planning Association (FPA) and holds a Colorado Insurance Producer's license.
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