Jason Hatley

Jason Hatley

CFP®, CPA, PFS



broker-check https://brokercheck.finra.org/


Qualifications

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Public Accountant
  • Personal Financial Specialist

Services Offered

Financial Planning

Jason Hatley

CFP®, CPA, PFS


Professional

Jason Hatley, CFP®, CPA, PFS, joined Fi Plan Partners as a member of the Financial Planning Team. Jason came to Fi Plan Partners after a long tenure at one of the nation’s leading providers of surgical facilities. Jason brings a total of 17 years of experience in public accounting and corporate financial management. Jason is a professional CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, and Personal Financial Specialist.  He has a wealth of knowledge in planning, forecasting, and cash management and a commitment to excellence in serving our clients.

Education

Jason earned his undergraduate degree in Accounting from Troy University and his Master of Accountancy from The University of Alabama. Upon graduation, he joined a large regional public accounting firm where he quickly earned his CPA designation.

Personal

Jason, his wife, Kelli, and their twin daughters, Avery and Lyla, reside in Trussville with their miniature Schnauzer, Lucy. In his free time, Jason enjoys golf, college football, playing tennis with his daughters, grilling out with friends, and spoiling Lucy.

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