Jason Graper is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where he offers professional, comprehensive financial planning services to individuals and small businesses.
01Joined Allegheny Financial Group in 2008 as a Portfolio Accounting Specialist and was promoted to Financial Planning Analyst in 2012.
02Promoted to Practice Manager of the Montileone Group in 2015.
Our practice provides comprehensive financial planning and investment management to households, small businesses, and pension plans. Our focus is our client’s goals. Each client has a unique set of circumstances and a unique set of objectives. We believe our role is to have a deep understanding of each individual client and to provide advice over the long term that allows them the best opportunity to reach their goals.
We believe that caring for the client is the most important element of our success. When care is the priority, all means of providing our services come naturally-whether that means specialized expertise or technological resources. Our most important resource, though, is people: professional advisors with the desire to provide maximum care. Clients who know us, know they are our focus.
01Southern New Hampshire University | Bachelor’s Degree in Finance with a concentration in Personal Financial Planning.
02CFP® Practitioner, Certified Financial Planner Board of Standards.
03Series 7, 63, and 66 Licenses.