Jason Underwood, CFP®

 Jason Underwood, CFP, has been helping CNC's clients plan for their financial futures since 2019. A Washington State University graduate and Certified Financial Planner with Series 7 and 66 registrations, Jason builds customized, tax-efficient financial plans tailored to each client's goals. He finds the most fulfillment in meeting clients where they are in their retirement journey and helping them build a strategy to get where they want to go.

Jason grew up in Vancouver, Washington, and spends his weekends golfing, hiking, and enjoying Lake Chelan with family and friends. He's a Board Member and Past President of the Wenatchee YMCA and is active with the Exchange Club of Wenatchee.