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Jason Monteagudo, ChFC®

Jason Monteagudo, ChFC®

Financial Advisor

As EFFPA’s newest Financial Advisor, Jason joined the EFFPA team in 2021. He brings over 13 years’ experience to the practice, having worked previously with two different financial services firms. A 2007 graduate of Pennsylvania State University, Jason earned his Chartered Financial Consultant (ChFC®) designation in 2015 and is actively pursuing his Chartered Life Underwriter (CLU®) designation.

Jason’s education and professionalism have fostered a holistic approach to financial planning that has helped his clients to realize their needs, wants, and wishes. His character exemplifies the traits that are a part of EFFPA’s higher standards… courtesy, integrity, and the desire to always do what’s in a client’s best interest.

Jason resides in the Lehigh Valley with his wife, Jessica, and their two young children, Sophia and Jacob. He enjoys spending time with his family, exercising, and completing home improvement tasks.