Jason C. Olenski
Wealth Management Advisor|CFP®, CLU®, CASL®, ChFC®, RICP®
Personal
Jason was born and raised in Bucks County, Pennsylvania -- a place that he adores and still calls home to this day. He joined Northwestern Mutual in 2001.
When Jason is not building brighter financial futures for his clients, he is spending time with his wife Heather, their son Christian (aka “Chief”) and their daughter Natalie.
Jason enjoys spending time watching and participating in his kids’ activities. For Natalie that means dance, gymnastics and cheerleading. Christians’ passions are basketball and flag football.
When the weather is nice, you will find Jason on the golf course spending time with clients, friends and family. You may also see him out and about on long runs to stay fit.
Jason is a die-hard Philadelphia sports fan, and played basketball, soccer and golf in college. And his Seinfeld knowledge is up there with the best of them.
Professional
If Jason does one thing exceptionally well… it’s planning. Jason is a natural born planner, and at times, perhaps even an over-planner. A quality that may drive his wife a little crazy, but one that has proven invaluable to the clients he works.
When it comes to his clients, Jason refuses to leave a single stone unturned -- helping to craft a sturdy and smooth walking path to brighter financial futures for his beloved clients.
Jason has been a part of Northwestern Mutual since 2001, and for over 20 years he has held multiple roles within the highly respected financial planning firm.
Today, as one of Northwestern Mutual’s most highly sought after financial advisors, Jason works with business owners, physicians, C-Level executive, directors, attorneys and CPA’s in the Philadelphia area to craft financial plans that work for them.
Jason believes every American family deserves to have a financial plan and someone to hold them accountable to that financial plan -- and he seeks to be the individual that does both.
Not only does Jason take pride in creating world-class financial plans for the professionals he works with, but he wants to educate them on the areas of finance that the majority of the population know nothing about.
Jason is more than just a financial advisor -- he is a friend, a coach, a teacher and a support system to his clients.
CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant:
Sponsored by the Certified Financial Planner Board of Standards, designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board’s Code of Ethics and Professional Responsibility.
Chartered Life Underwriter® (CLU®): Sponsored by The American College, designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.
Retirement Income Certified Professional® (RICP®) A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Chartered Financial Consultant® (ChFC®) The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Chartered Advisor for Senior Living® (CASL®)Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’s only approved ‘senior’ designation.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2011-2019
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2020-2021
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 2009-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2008-2010
Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
