Jason Bittenbinder, CFP®
University of Illinois Urbana-Champaign
Tell me more about Jason Bittenbinder, CFP®?
Jason Bittenbinder, CFP(r) is a highly experienced financial professional with 24.7 years of work experience. He specializes in retirement planning, investments, securities, and financial services. Based in the United States, Jason is dedicated to managing his clients' complex financial needs and ensuring their success. With a bachelor's degree in Economics, he has a strong background in financial services and insurance. Jason has worked with a large private investment firm, providing direct solutions to financial challenges. He is also a certified financial planner practitioner and holds FINRA Series 24 Registered Principle registration.
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About
I enjoy managing all of my clients’ complex financial needs. “Everyone has unique financial goals and dreams. Alchemy Financial Group is dedicated to working closely with our clientele toward achieving these ideas. Our commitment to developing personal relationships and understanding our clients’ needs allows me to focus on their financial goals so our clients can focus on pursuing their life passions.” I am a graduate of the University of Illinois, Urbana-Champaign, with a bachelor’s degree in Economics. Beginning my career in Financial Services in 1999 with one of the nation’s largest private investment firms, I worked with retail and institutional clients to provide direct solutions to financial challenges for more than a decade before co-founding Alchemy Financial Group in 2009. In addition to my status as a Certified Financial Planner® practitioner, I maintain FINRA Series 24 Registered Principle registration. Additionally, I also hold FINRA Series 6, Series7, Series 63 registrations. All registrations are held through Cambridge Investment Research. Specialties: Retirement Planning, Asset Allocation, Insurance Planning Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Alchemy Financial Group are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify, as it relates to, completeness or accuracy.
...See MoreWork Experience
president co-founder alchemy financial group llc
President
Financial Services
Jason Bittenbinder, CFP®'s Professional Milestones
- President (2009-10-01~): Implementing strategic initiatives to drive organizational growth and achieve sustainable growth.
- Senior Financial Services Representative (1999-03-01~2009-10-01): Providing expert financial advice and support, enhancing client satisfaction and building strong relationships.
Education
Economics
757382400-883612800Skill
Retirement Planning
Investments
Securities
Financial Services
Insurance
Asset Allocation
Finance
Risk Management
Wealth
Finra
Financial Planners
Long Term Care
Certification
Colleagues
Bruce Rosenberg, CFP®
Wealth Manager
Mark Gandor
wealth manager at alchemy financial group llc
Missi Hoffman
director of operations at alchemy financial group
Kyle McMillin
wealth manager at alchemy financial group
Christopher Roberts, CFP®
ceo at alchemy financial group llc
Other Named Jason Bittenbinder, CFP®
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Jason Bittenbinder, CFP® works for Alchemy Financial Group
Jason Bittenbinder, CFP®'s role in Alchemy Financial Group is president co-founder alchemy financial group llc
Jason Bittenbinder, CFP® works in the industry of Financial Services
Jason Bittenbinder, CFP®'s colleagues are Bruce Rosenberg, CFP®,Mark Gandor,Missi Hoffman
Jason Bittenbinder, CFP®'s latest job experience is president co-founder alchemy financial group llc at Alchemy Financial Group
Jason Bittenbinder, CFP®'s latest education in University of Illinois Urbana-Champaign