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Jason Rucker, CFP®*

Jason Rucker, CFP®*

Senior Wealth Advisor & Founding Partner

Jason founded Cambridge Financial Services upon integrity and time-tested principles of financial success that just plain work. Jason has been helping business owners and professionals build and protect their wealth for over 25 years. He is the recipient of several industry awards and recognition. He has also served as a guest lecturer for many industry conferences and workshops. 

His focus is to understand the values, goals, fears and hopes of his clients so he can help them organize their affairs, then build strategies to help them reduce the impact of taxation, market volatility, inflation, while optimizing growth and income of their assets.

Jason and his wife, Angela live in Gilbert, Arizona, and are the parents of four children and one grandchild.  A hunting, fishing and sports enthusiast, Jason spent many years coaching youth sports teams as well as serving in his church and community. But above all else, Jason enjoys making memories with his family.

Credentials:

  • Certified Financial Planner (CFP®

Education:

  • Arizona State University, B.S. Finance

Affiliations

  • National Association of Insurance and financial advisors,
  • Association for Advanced Life Underwriting 
  • Million Dollar Round Table
  • Top of the Table