financial advisor
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Jason works with individuals and families to develop and implement financial planning and investment management solutions. Mr. Close leads our financial planning committee, where he is responsible for coordinating the firm’s special projects and financial planning research. Jason is also a member of the investment committee, contributing to strategic allocation decisions and steering the group’s fixed income research.
Mr. Close is among the estimated 2.5% of CERTIFIED FINANCIAL PLANNER™ professionals who have also earned the right to use the Chartered Financial Analyst designation. He holds a B.B.A., magna cum laude, in personal financial planning from Western Michigan University.
Aside from his role at Bloomfield Hills, Michigan-based Capelli Financial Services, Jason is active in the community, having served as a Board Member of the Epilepsy Foundation of Michigan and the Financial Planning Association of Michigan. Outside of his professional commitments, Jason enjoys playing golf and squash.
Call Jason if you’re interested in learning more about our services relating executive compensation planning, retirement planning or asset management.
