Jason Koptish is CERTIFIED FINANCIAL PLANNER ™ professional and a founding partner of Mainsail Wealth Advisors, LLC. As a CFP® certificant, Jason has met the rigorous experience and ethical requirements of the CFP® board and has successfully completed the required comprehensive coursework and the CFP® certification exam. Jason also holds an Accredited Asset Management Specialist designation. As an AAMS designee, he has expertise in the areas of asset management and investment planning which he utilizes as the teams’ lead portfolio manager.
Jason works with retirees, pre-retirees, and business owners providing comprehensive, full service, financial planning and investment management services.
Before helping to found Mainsail Wealth Advisors in 2013 Jason started his career in finance in 2005, joining AG Edwards & Sons as a financial advisor and later joining the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2007. Prior to his career in finance, Mr. Koptish served as the Director of the Middle Peninsula Business Development Partnership and President of Vanguard Web Studios LLC.
Jason enjoys playing golf and soccer, and has a passion for music and good beer. He lives in Richmond with his two children Noah and Parker.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements