Jason is dedicated to building deep, personal relationships with his clients, and to fully understanding their needs and goals in order to develop their personalized financial plan. He focuses on advising and assisting individuals and business owners with their planning needs and providing holistic financial guidance for all aspects of their lives.
He is dedicated to building deep, personal relationships with his clients, and to fully understanding their needs and goals in order to develop their personalized financial plan. Jason has in-depth knowledge of the needs his clients face before and during retirement, and engages in planning on a variety of important issues, including retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.
Jason founded DiLauro Financial Services in 2009 and has more than 21 years of experience in the financial services industry. A true student of wealth management, Jason felt strongly about teaching and training new advisors how to understand their clients’ objectives and educating them on how uncovering their clients’ needs was the key step in pursuing their goals.
A frequent moderator and presenter at financial planning seminars, Jason continually provides education to his clients and others on the fundamentals of investment planning and wealth management. He finds that educating clients on the wealth management process instills confidence and assists them in making financial decisions.
Jason has distinguished himself from other advisors by understanding and advising clients on their full financial picture beyond just investments, to include essential matters such as insurance planning and proper debt management and structure. While many advisors focus solely on asset accumulation, Jason also spends time discussing asset distribution and asset preservation, as well as income generation.
Continually helping to improve our community is a priority for Jason. Acting as the founding president of the Revere Schools Foundation, and vice president of the College of Business Administration Department of Marketing Advisory Board at the University of Akron, Jason creates scholarship and job opportunities for local students.
Jason holds Series 7, 63, 65, 9 and 10 licenses, and earned a bachelor’s degree in marketing from the University of Akron. When not at work, Jason enjoys golf, fitness, coaching youth sports, and spending time with his wife, Lisa, and their children, Isabella, Amilio and Enzo.