Jason Klopman, CFP®
Sr. Wealth Advisor, Partner
Education & PhilanthropyJason graduated from the University of Maryland’s Robert H. Smith School of Business with a Bachelor of Science in finance. He then went on to continue his education with Kaplan University, completing requirements to sit before the Certified Financial Planners Board of Standards to obtain his CFP® certification. Jason lives in Silver Spring, Maryland with his wife, Nina, and their two daughters. As a family, the Klopmans are avid supporters of the American Red Cross. Jason is a passionate DC sports fan and finds great joy in the live music experience.
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