Jason Klopman is a Senior Wealth Advisor and Partner at XML Financial Group. Jason is a 14- year veteran at XML Financial Group and a member of both the Leadership and Investment Committees. Jason is a CERTIFIED FINANCIAL PLANNER™ and his specialty revolves around the financial planning process and asset allocation strategies. Through his training with one of Wall Street’s largest financial institutions and then XML Financial Group, Jason acquired the necessary skills to help build the practice. He is a key component of the analysis, preparation and implementation elements of the financial planning process and is dedicated to helping his clients establish and achieve their financial goals