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Jason Silverberg’s interest in financial planning began at the ripe age of 13. For his Bar-Mitzvah, Jason received some gift money that his parents encouraged him to invest in the stock market. His portfolio doubled in 4 short years, at which time he used to buy his first car.
Jason graduated from the University of Maryland’s Robert H. Smith School of Business in 2005 and began his career shortly after. His practice has grown and evolved and now provides fee-based financial planning to his clients. He helps individuals, families, and small business owners to create new financial visions, opportunities, and futures, while overcoming obstacles that may hinder success.
Jason takes a values-based approach, which allows him to connect with his clients on a deeper level than some advisors, diving into the why behind the numbers. He focuses on helping clients achieve and protect their goals through methodical investment strategies, calculated risk management, and insurance solutions.
In 2017, Jason released his book, The Financial Planning Puzzle. The book serves as a framework for helping people take ownership of their financial lives.
Jason presents a seminar series to further the message of the book. He appeared on ABC's The Savvy Investor Show and is a regular financial speaker at the United States Patent & Trademark Office.
In his free time, Jason enjoys running in competitive races. He completed the Frederick Marathon in 2010 and participates annually in the Kentlands/Lakelands 5K. He lives in Gaithersburg, MD with his wife, Lindsay, and his children, Joshua and Rebecca.
Reviewed by Arya Fomonyuy for Readers' Favorite
The Financial Planning Puzzle: Fitting Your Pieces Together to Create Financial Freedom by Jason Silverberg is an informative book on one of the areas of life where most people do very poorly: financial management. It’s a very timely and relevant book that should be read by everyone because the majority of people live from paycheck to paycheck. This is the book for anyone going through financial stress and for anyone who loses money without understanding why. The author offers useful tools that will help readers determine how to make financial decisions that allow them to reach their goals, become informed consumers, and take control of their finances without feeling the awful stress that comes with financial management.
Jason Silverberg writes with authority and the words flow easily and confidently, a sign that he knows what he is talking about. The author uses real life examples, illustrations, and facts to corroborate his ideas, helping readers understand that creating a positive financial blueprint is very important to creating wealth and taking control of their financial life. In this book, readers will find all the tools they need to transform their financial life and achieve each of their goals. The Financial Planning Puzzle: Fitting Your Pieces Together to Create Financial Freedom is written in a popular, conversational style and the author did a wonderful job in removing any jargon and complex theories that can be mind-boggling to the ordinary reader. This is a useful guide to financial planning, a book that doesn’t just inform readers, but one with the power to transform their lives.
