Jason Roh brings over 20 years of experience as a restaurant owner, where he developed firsthand insight into the financial challenges and opportunities faced by small business owners. Through managing and growing his own retail business, he came to recognize the critical importance of sound financial guidance, which led him to transition into a career as a financial professional.

Today, Jason is a wealth management advisor with MassMutual, focusing on life insurance strategies, annuities, and retirement planning. Drawing on his entrepreneurial background, he works closely with fellow business owners to help them develop practical financial strategies and establish retirement programs, including 401(k) and cash balance combo plans.

Having experienced the discipline and perseverance required to build a business, Jason believes that financial planning should honor the effort behind each client’s success. His goal is to help clients transform hardearned financial progress into lasting stability and long-term security for their families.


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