Jason is dedicated to building deep, personal relationships with his clients, and to fully understanding their needs and goals in order to develop their personalized financial plan. He focuses on advising and assisting individuals and business owners with their planning needs and providing holistic financial guidance for all aspects of their lives.
Jason founded DiLauro Financial Services in 2009 and has more than 21 years of experience in the financial services industry. A true student of wealth management, Jason felt strongly about teaching and training new advisors how to understand their clients’ objectives and educating them on how uncovering their clients’ needs was the key step in pursuing their goals.
Continually helping to improve our community is a priority for Jason. Acting as the founding president of the Revere Schools Foundation, and vice president of the College of Business Administration Department of Marketing Advisory Board at the University of Akron, Jason creates scholarship and job opportunities for local students.
Jason holds Series 7, 63, 65, 9 and 10 licenses, and earned a bachelor’s degree in marketing from the University of Akron. When not at work, Jason enjoys golf, fitness, coaching youth sports, and spending time with his wife, Lisa, and their children, Isabella, Amilio and Enzo.