As Director of Advanced Planning, Jason Breit provides case analysis, review of legal documents, and the preparation of proposals and presentations to provide solutions to clients' issues and concerns.
Jason has extensive experience in working with successful professionals and small businesses Prior to his time working with The Florio Wealth Management Group, he was an estate and business planning attorney for Northwestern Mutual and a Private Client Consultant for Chernoff Diamond & Co.
Jason's skill in developing sophisticated plans that are easy to understand and implement have provided our clients with unique solutions tailored to their specific needs. His passion is be thorough and concise in the development of planning concepts so that our clients have a clear understanding not only of what they are implementing but also in how these plans will positively affect their lives. As a result, they often comment that they have gotten a "Wow" experience in working with our firm.
Jason is a licensed attorney in New York and a member of the New York State, New York City, Nassau County, and Suffolk County Bar Associations. He is a graduate of Roger Williams School of Law (Juris Doctorate), Dowling College Townsend School of Business (Master of Business Administration), and Hamilton College (Bachelor of Arts). Jason is certified by the Corporation for Long Term Care (CLTC). He currently resides in West Islip.