JASON K. CHEPENIK, CFP®, AIF®, PRP Managing Partner As Managing Partner of Chepenik Financial, Jason Chepenik oversees the executive compensation and retirement plan consulting for organizations spanning a wide range of industries, including several Fortune 1000 companies and encompassing more than 35,000 employees.

A Certified Financial Planner (CFP®) since 2002, Jason became an Accredited Investment Fiduciary (AIF®) in 2007. This designation signifies his ability to manage investment processes in accordance with guidelines set forth by the Center for Fiduciary Studies. He has since emerged as a leading strategist and speaker on fiduciary best practices, as well as a key proponent of fee transparency for corporate retirement plans.

In 2008, PLANSPONSOR magazine named Jason one of the most successful retirement plan managers in the country. As a designated PLANSPONSOR Retirement Professional (PRP), he is dedicated to staying abreast of evolving investment management strategies and changing trends in the retirement plan industry.

Beyond his work with Chepenik Financial, Jason is an active and respected member of the business community, contributing his financial expertise to various organizations, including private enterprise, non-profits and government agencies. In 2008, he had the honor of being invited to testify before the Department of Labor on matters pertaining to retirement plans, providing insight that will help shape the policies of tomorrow.

• BSM with concentration in Finance,
  Tulane University, New Orleans
• Series 7, Series 63 and Series 65 registrations
• Life, health and variable annuity licenses
• Financial Analyst for local NBC affiliate,
  WESH NewsChannel 2