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Jason Goldy, CFP®, ChFC, CEPA, is a 25-year veteran of the financial services industry where he has focused his time as a coach and consultant for successful financial advisors and serving the closely-held business community.
His focus is to equip and empower small to medium sized business owners to maximize the potential of their business and personal plans. The purpose is to help them grow the business while preparing to confront one of the most significant and inevitable events they will face – the sale or transfer of ownership. All owners exit eventually, and the earlier they plan for it, the more opportunity they create.
Born in Kentucky, Jason has been in the Charlotte region for over 30 years. He graduated from Appalachian State University with a Bachelor of Science in Business Administration. Jason and his wife Lori reside in Waxhaw with their 3 children – Maren, Colton, and Adelyn, along with their rescue dog, Boone. An avid sports family, they spend the majority of their “free” time on soccer fields throughout the Carolinas.
Jason is registered to offer securities in the following jurisdictions: NC, SC.
