Dr. Jason E. Heller CFP®, CIMA®, MSFS, RICP®, ChFC® | Source | Executive Vice President at Coastal Wealth, a MassMutual firm

Jason is the Executive Vice President at Coastal Wealth. He plays a critical role at Coastal Wealth, leading a professional team of para-planners, product line specialists, financial planners and advance market professionals, who work together to help you make informed decisions that can help maximize your client relationships. Jason’s experience includes the development and implementation of strategies to help clients achieve their goals of growing, preserving and transferring their wealth.