Jason Baer, CFP®, CWS®
Partner | Wealth Advisor
I founded Centerpiece Wealth Advisors in 2018, focusing on being available for the families we serve as their most trusted financial advisors. It is truly an honor.
I'm a Certified Financial Planner and Certified Wealth Strategist. My undergraduate degree is in business management and finance. I was fortunate to start my career in wealth management at Charles Schwab in July of 2007. During my tenure at Schwab in Private Client, I led a team that provided comprehensive wealth management to over 200 clients and managed around $550 million in assets.
My wife and I live in Castle Pines, CO, with our son and daughter, Dublin and Finley. We love to spend our time immersed in our kids' activities, including soccer, football, gymnastics, swimming, and snowboarding. I serve at our church, and also on the Porter-Billups Leadership Academy board - an organization committed to fostering leadership and academic skills in kiddos.