Jason Greenfield | Financial Planner
Contact Information
Mobile (call only): 617.390.8812
jasongreenfield@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Jason Greenfield helps individuals and families bring clarity and organization to their financial lives by aligning investments, tax strategies, risk management, and retirement planning around what matters most to them. He believes financial planning is most effective when every part of a client's financial picture works together as a coordinated strategy designed to support their goals, values, and lifestyle.
Inspired by his uncle, Dave Komansky, former CEO of Merrill Lynch, Jason entered the financial services industry to make a meaningful impact on people's lives. With seven years of experience, he has worked in both large institutional and independent advisory settings. He began his career at Merrill Lynch, where he spent four years building a strong foundation in wealth management, before helping launch and operate an independent advisory firm. These experiences shaped his belief that effective financial advice should be personalized, comprehensive, and centered on each client's unique goals.
Clients appreciate Jason's ability to cut through complexity and focus on the issues that have the greatest impact on their financial lives. He is thoughtful, candid, and solutions-oriented, helping clients evaluate opportunities, address challenges, and make informed decisions with greater conviction.
Having lived in six states, including Alaska, and spending several years in New York City, Jason values both new experiences and the perspective they provide. Outside the office, he enjoys traveling, spending time in nature, and playing golf. Guided by the Vince Lombardi quote, "The only place success comes before work is in the dictionary," Jason brings a strong work ethic and dedication to helping clients create the future they envision.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.