Jason W. Dahl, CFP®, CLTC, CIMA®
Partner & Director of Financial Planning Services
jasond@afsfinancialgroup.com
Jason was born and raised in a small town on the Oregon Coast and attended many Oregon Ducks football and basketball games with his dad growing up. College brought Jason to the east coast, where he was an International Finance major at American University when his favorite finance professor, Dr. John Benjamin, pushed him to think hard about his career choice. Dr. Benjamin told him it was the second-most important decision he would make after picking a spouse or partner. Pointing out that he had both an aptitude for finance and a strong desire to help people, this professor suggested that Jason consider becoming a Certified Financial Planner™. After graduating and working for several years in nonprofit development, Jason heeded Dr. Benjamin’s advice; he completed the required coursework, passed the CFP® exam, and in 2007, he joined AFS Financial Group.
Jason deeply values helping clients with their entire financial plans, from retirement and education planning to portfolio management and tax and legacy planning strategies. He prides himself in bringing each small detail together to form the big picture of a client’s financial life throughout the years of working together. His invaluable experience is founded in his vast financial knowledge and planning skillsets, and Jason feels fortunate he landed at a firm where he continuously learns from and collaborates with his team to deliver superior client services.
Jason lives in Northeast D.C., with his wife, Beth, and their two kids, Leo and Elena. He and Beth are passionate travelers and have been fluent Spanish speakers since living and working in Ushuaia, Argentina, the southernmost city in the world, after college. In his spare time, Jason cheers loudly for the Oregon Ducks and enjoys playing his collection of vinyl records for family, friends, and a variety of music venues. He loves walking everywhere he goes, and he and his family enjoy exploring the countless parks and museums right outside their door. Jason believes strongly in giving back to the community and is an active board member and volunteer for A Wider Circle, an organization that provides basic living needs to help lift people out of poverty in the D.C. area.
Jason is an active Certified Financial Planner™ Professional (CFP®). He also holds the Certified Investment Management Analyst (CIMA) certification from the Wharton School of the University of Pennsylvania’s Executive Education Program, the Executive Certificate in Financial Planning from the University of Portland, and the Certification in Long-Term Care (CLTC) designation. As an Investment Advisor Representative with Commonwealth Financial Network, Jason previously held the Financial Industry Regulatory Authority (FINRA) Series 6, Series 7, and Series 63 Securities Registrations. He received a B.S. in International Finance from the Kogod School of Business at American University.