Jason Monteagudo, ChFC, CLU

With nearly 15 years of experience in the financial services industry, Jason holds the Chartered Financial Consultant (ChFC®) designation and the Chartered Life Underwriter designation (CLU®). 

The ChFC® designation has one of the most rigorous curriculum of any professional financial designation and is also one of the most coveted in the financial services industry. It thoroughly prepares financial professionals with real-world application of the most essential financial planning concepts in every phase of a client's life. 

The CLU® is the insurance profession’s oldest standard of excellence. Today, it continues to be the premier credential for professionals who want to provide their clients with the security of life insurance and risk management. The knowledge obtained through these designations enables Jason to provide truly customized strategies, and a concierge level of care tailored to each individual client's needs.

Jason entered the financial services industry directly out of college - having graduated from Pennsylvania State University in 2007. He spent the first 13 years of his career as a team member with other financial services firms and alongside some very successful industry veterans. Jason's experience at those firms, and with his clients, makes him distinctly qualified to address complex financial planning issues. Jason founded Concierge Financial Strategies (CFS) in 2021 because as he often says, "Clients deserve the best possible care, support and experience when working with a professional on their important financial goals."

His process centers on helping clients realize their needs, wants and wishes. He brings technology, expertise and a forward thinking approach to the financial planning experience on behalf of his clients.  He also focuses on making the planning process understandable for all clients, regardless of their level of financial education.

His approach, firmly rooted in the "concierge mindset", focuses on clearly understanding his clients' goals and values in a way that can only be achieved by developing a deep, long-lasting, client centered relationship.  He then delivers a high level of care consistent with his concierge approach.

Jason relocated to the Lehigh Valley in 2017 with his wife, Jessica and his two young children, Sophia and Jacob. Jason enjoys spending time with his family, exercising, and completing home improvement tasks around the house.