Jason Silverberg, CFP®, CLU®, ChFC®

Jason Silverberg, CFP®, CLU®, ChFC®

Vice President of Financial Planning

Phone: (301) 610-0071
Fax: (301) 610-0079
E-mail:


Jason Silverberg started his practice in 2005 with a mission to serve the ever changing financial needs of the community. Jason’s passion lies in helping people to create new financial visions, opportunities, and futures for themselves, while overcoming obstacles that may stand in front of success.

Jason specializes in helping families, small business owners, and patent & trademark attorneys and examiners grow their wealth to obtain their financial goals using investments and protecting those financial goals using insurance. Currently, Jason is the head of the firm’s Financial Planning Department, helping to provide fee based advice to the community.

In addition to his work, Jason enjoys giving back to the community through charitable and civic causes. He has served a number of positions on several community organization boards including the Gaithersburg / Germantown Jaycees and the Germantown Chapter of Business Networking International.

Jason graduated from the Robert H. Smith School of Business at the University of Maryland in 2005 with a degree in Finance. He is a CFP®(Certified Financial Planner™) and has received his CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations from The American College. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

DOFU 03/2012  477409-0312