Jason Doviak is a Partner and Financial Advisor at C&A Financial Group. For 19 years, he has been an entrusted advisor and financial coach who genuinely enjoys teaching his clients, colleagues, and new advisors about the benefits of utilizing an approach to cash flow that helps increase savings. Jason’s approach with his clients is holistic in nature, inspiring education and placing value at the forefront of financial planning.
Jason has always had a passion for teaching and education. His educational journey began at The College of NJ with the goal of becoming a teacher after graduating. However, shortly after graduation his plans changed, and he chose a career in finance at Morgan Stanley. It was at that time a mutual family connection suggested a meeting with C&A Managing Partner, Frank Congilose. Upon meeting Frank, Jason was instantly drawn to the culture and establishment of holistic wealth management, which was viewed as a unique approach to finance at that time. Jason embraced his new role and continued to incorporate his passion for teaching into client meetings by educating families on the best ways to maximize their savings through wealth creation and wealth protection.
In 2019, Jason took part in the creation and launch of a digital cash flow management system that would improve the way people saved money. This system was widely adopted by the financial services industry as a breakthrough way for advisors to help clients with their cash flow planning. Once the program was launched, Jason traveled the country for a few years educating and training Financial Advisors on effective cash flow planning to achieve their clients’ goals. This not only benefited the client, but consequently improved the client-advisor relationship.
At the end of 2022, Jason concluded his role as an instructor and trainer and resumed his role as financial coach and mentor. He was eager to continue his passion – succeeding as a financial coach and teaching and training new advisors with the goal of developing a strong team of advisors. “Strong teams lead to a better client experience, while educating clients leads to optimal financial position in life.”
Outside of work, Jason enjoys time spent with loved ones and embraces the company of his friends. He enjoys CrossFit, surfing, running and golfing. He is passionate about childhood cancer and wholeheartedly stands by the efforts of the Leukemia and Lymphoma Society, Infinite Love For Kids and Ocean of Love, all charities that lend a helping hand to children and their families when going through childhood cancer. Jason and his wife Christine live in Toms River, NJ with their 2 daughters.
Financial Representative of Guardian and Registered Representative and Financial Advisor of PAS