Cleveland, Ohio CPA and Business Advisors
Have a Question?





 

"Check us out on

BrokerCheck."

 

Tax Bites
Monthly Financial Update

Retirement In-Sight


Current Newsletter
Subscribe to Our Newsletter

what's going on CP Advisors News

Are Your Business Taxes Going Up or Down?

Read More

Donating Appreciated Stock

Read More

Alternate Minimum Tax: Be Ready for Anything

Read More

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


  
Ciuni & Panichi has over 40 years of quality service.
Leadership

Jason T. Ice, CFP®

Director of Financial Services
C&P Wealth Management, LLC
Direct line - 216-765-6926
Education
Penn State University, Bachelor of Science in Business, Finance

Jason is the Director of Financial Services for C&P Wealth Management. He is responsible for the day-to-day operations, direction, and overall wealth management strategy for C&P Wealth Management. He works with Ciuni & Panichi, Inc.’s clients to identify and prioritize their financial goals while creating an individualized wealth plan for each client.

Mr. Ice has experience in: wealth accumulation strategies, retirement income solutions, tax diversification techniques, risk mitigation, education savings programs, pension maximization, net unrealized appreciation, portfolio hedging strategies, non-qualified deferred compensation, exercising of stock options, retirement plan, and business buy-sell agreements, and restricted stock. Prior to C&P Wealth Management, Mr. Ice was a Field Vice President and Registered Principal with Ameriprise Financial in Westlake, Ohio. His responsibilities included: overseeing an office of financial advisors, branch compliance, and client service. Prior to his role he was a Sales Manager with Ameriprise in Baltimore and Washington, DC.

Securities Licenses, Certifications, and Designations:
Series 7, 9, 10, 24, and 66
Life, Accident, Variable, and Health Insurance License
Certified Financial Planner™ – CFP®
Chartered Financial Consultant – ChFC®
Chartered Retirement Planning Consultant – CRPC®
Accredited Wealth Management Advisor – AWMA®
Accredited Asset Management Specialist – AAMS®
Chartered Mutual Fund Consultant – CMFC®

Professional and Civic Memberships:

Financial Planning Association

The Club at Key Center

Cleveland 20/30 Club

Financial Services Institute (FSI)