Jason DeRosa | TriFound

Jason began his career in financial services over 15 years ago. Prior to joining the team at TriFound, he worked at both SunTrust Wealth Management and Morgan Stanley. While he has a passion for capital markets and the opportunities they present, Jason understands that comprehensive planning is the key to personal financial success. A graduate of the University of Florida, Jason has an MBA in finance. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Jason has lived in Florida for 30 years. He and his wife, Jill, are both are from Long Island, New York. They have two children, Matthew and Cate. Jason is a big fan of the Oracle of Omaha, Warren Buffett.

Favorite quote: “Only when the tide goes out do you discover who’s been swimming naked.” — Warren Buffett

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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The Federal Deposit Insurance Corporation (FDIC) operates as an independent agency created by the Banking Act of 1933. It provides deposit insurance guaranteeing the safety of a depositor’s accounts in member banks up to $250,000 for each deposit ownership category in each insured bank. Any insurance product or annuity is not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States. Any insurance product or annuity is not a deposit or other obligation of, or guarantee by TriFound Financial, LLC or an affiliate of TriFound Financial, LLC.

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