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Ciuni & Panichi has over 40 years of quality service.

Jason T. Ice, CFP®

Director of Financial Services
C&P Wealth Management, LLC
Direct line - 216-765-6926
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)