Jason Rericha, CFP®, CRPC®
I help clients build a Healthy Plan so they can live a Wealthy Life™.
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Serving Clients Nationwide
I help clients build a Healthy Plan so they can live a Wealthy Life™.
Areas of Focus
- Business Owners
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Taxes
About Jason Rericha, CFP®, CRPC®
Hi, I'm Jason Rericha, Managing Director and Co-Founder of YellowWood Wealth Solutions, LLC. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor℠ (CRPC®).I began my career in the financial services industry in 2007 working as an investment banker in Cleveland, Ohio. In this role my team advised banks and thrifts on strategic opportunities involving M&A and capital acquisition. Having been in this crucible during the 2008 banking crisis, I got to learn from an experienced team about the need for creative planning, discipline and process.
In 2009 I moved to Charlotte, North Carolina and began working as a financial advisor for a national Wall Street firm. While working there I also co-led their new advisor training program. Les and I began working together in 2012 and in 2018 left to create YellowWood Wealth Solutions.
At YellowWood our motto is Healthy Plan, Wealthy Life™. What I enjoy most about my role is the meaningful conversations we have with our clients that lead to the breakthrough moments where they realize that a wealthy life isn't just about their future, but instead their whole life, starting today.
I have a bachelor's degree from Miami University and a Master's degree from Case Western Reserve University. I currently reside with my family in south Charlotte.
When I'm not in the office, I enjoy spending time with my family, doing yard work, hunting and fly fishing.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
1515 Mockingbird Lane, Suite 880, Charlotte, NC 28209
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first conversation, we'll get to know you — your goals, your values, and where you are on your financial journey. From there, we'll walk you through our proprietary Healthy Plan process and discuss which of our service solutions best fits your unique needs. We look forward to speaking with you.Offers Investment Management
Yes
About YellowWood Wealth Solutions
At YellowWood Wealth Solutions, we believe everyone deserves a chance to strive for the financial freedom wealth can provide. Having access to financial advice and investment solutions can be crucial to your success. We engage with our clients in multiple ways because wealth management isn’t a one size fits all solution.Why Work With Us
Working with a financial advisor should be fun and fulfilling. After all, isn’t that what you want your life to be? We are a privately held, independent financial advisory firm built on financial planning and a team-based approach to working with clients. Our proprietary process, The Healthy Plan, is designed to build custom solutions for each unique relationship so your money can serve you best.
Approach
Our philosophy is to help clients focus on their goals and what will give them the greatest return on life.
Independent Fiduciary
Working with an independent fiduciary legally binds us to place your best interest first.
Expertise
Dedicated to providing sound financial planning services through ongoing learning and development.
Technology
We partner with leading technology developers to provide you sound advice and modernized tools.
Our Philosophy
We strive to help our clients align their financial resources with their values so they can live a full and meaningful life now and in the future. Healthy Plan, Wealthy Life™.
The Healthy Plan Path
We believe that with better guidance, you can live a better life. The Healthy Plan Path is a proprietary process we designed from years of experience working with clients to achieve their financial vision. Our customized solution to your unique goals creates a personalized roadmap to make the important financial decisions in your life. And because life can be crazy at times, we’ll put all of this in an organized binder for you, so your roadmap is always at your fingertips.
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Investment advisory services offered through YellowWood Wealth Solutions, LLC, a DBA of tru Independence Asset Management, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission.
Education
Case Western Reserve University, Master's Degree, Finance | Miami University, Bachelor's Degree, Business
Hobbies and Interests
- Family
- Fishing
- Hunting
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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