About Jason M. La Vigne

About Jason M. La Vigne, Certified Financial Planner(TM)

Jason M. La Vigne, CFP®, is President and CEO of Blue Water Financial, LLC  in Warren, NJ.  As an Investor Coach,  Jason has 15 years of financial planning experience and has been associated with Triad  Advisors since 2014. In addition to having earned his Series 7, Series 6, Series 65, and Series 63 security registrations, he also has his variable authority, property/casualty, life and health insurance licenses.

Prior to founding Blue Water Financial, LLC, Jason was a Premier Agent at Prudential Financial, and achieved the Million Dollar Round Table on multiple occasions.

A decorated veteran of the United States Army, Jason proudly served as a 19D Cavalry Scout from 1998-2001, achieving the rank of Sergeant.  During his years of service, he was awarded numerous medals including the Army Commendation Medal for exceptional meritorious service.

Jason received his Certificate of Completion in Financial Planning from Farleigh Dickinson University. He then went on to pass the comprehensive CFP® Certificate Examination, earning his CERTIFIED FINANCIAL PLANNER ™ certification.  He received his Bachelor of Science Degree in Business Administration with a concentration in Marketing from Montclair State University – School of Business.

Jason, his wife, Katie, and four children, Jacob, Jordan, Justin and Emme, reside in Hunterdon County, New Jersey.