Jason M. McKenna, CFP®

As a CERTIFIED FINANCIAL PLANNER™ and President of McKenna Financial Planning, I help manage assets for individuals, families, trusts, retirement plans, and businesses.  It takes careful planning to pursue your ambitions.  Such planning is not a single event.  It's a process.  As your life circumstances change, so must the investment strategies I use to keep you on course towards meeting your objectives.  This is why I work with you, one on one, and focus on your specific goals.  Although I do not provide tax advice, I will help you stay current with tax law changes and estate planning issues and seek to preserve your wealth now and for generations to come.

Prior to establishing McKenna Financial PIanning in 2013, I worked for 16 years with PaineWebber/UBS, Smith Barney and Wells Fargo Advisors.  I hold a Bachelor's degree in Finance from Hofstra University where I also earned All-Conference honors as a second baseman for the baseball team and was named Academic All-American.  With an emphasis on continuing education, I earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the College of Financial Planning in 2005.  For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Active in the local community, I participate in many civic and community organizations, including the Hofstra Pride Club, Big Brothers Big Sister of Long Island and the Rockville Links Club.  Away from the office I enjoy playing golf and softball.  I reside in Rockville Centre, NY with my three daughters Morgan, Francesca and Ginger.