Jason Skistad, CFP^®, CWS^®

Designations and licenses

Jason is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®.

Experience and education

Jason provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jason was a senior wealth advisor with CLA (CliftonLarsonAllen). Before that, he served as vice president, senior financial consultant at Charles Schwab.

Jason holds a bachelor’s degree in English and history from St. Olaf College.

Personal interests

Away from the office, Jason enjoys music, travel, golf, water sports and hiking.

Jason’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.