Caring. Committed. Candid.
Discover what it’s worth to work with a professional who’s interested in earning your trust and respect, not just your business.
Jason Mong, CRPC®, CFEd®
Founder
Driven by a deep-rooted desire to serve others and help them achieve their financial goals, in 2008 Jason boldly stepped away from a lucrative corporate position to pursue his dream of being an independent advisor. Still guided by his servant’s heart, Jason founded Worth Retirement Advisors to develop custom strategies that allow families and individuals to retire with clarity, confidence and control.
Jason focuses on building comprehensive retirement strategies, preserving wealth, maximizing Social Security and delivering written retirement income plans. He is a financial professional who can offer both investment and insurance products and services, as he has passed his Series 6, 63 and 65 securities exams and obtained insurance licenses in life, health and annuities.
Jason also holds both the Chartered Retirement Planning Counselor (CRPC®) and Certified Financial Educator (CFEd®) designations, reflecting his commitment to education and assisting those who are entering or already in retirement.
A native of Denver, Jason cherishes life with his wife, Amy, and their two adult children, Amanda and Andrew. As a family who embodies the Colorado spirit, they relish outdoor experiences such as hiking and biking amid the stunning mountain vistas. Traveling to warmer climates also is a shared passion, with Orlando being a favorite destination to visit Amanda and enjoy the magic of Disney World.
Andrew Mong, CFP®
Retirement Advisor
With a passion for understanding the world of finance and wanting to ensure that his clients could focus on what is most important to them in life, he stepped away from the world of corporate finance. Fueled by a desire to break free from a system that treated clients as mere numbers, Drew joined Jason as an independent advisor to pursue a more meaningful path and focus on what truly matters most in financial planning, the people.
Andrew Mong is a CERTIFIED FINANCIAL PLANNER® professional and graduated the top of his class with a bachelor’s degree in finance. Through this rigorous studying and dedication, he honed his skills in retirement, tax, investment, insurance, and estate planning.
Drew is committed to providing holistic financial planning by taking the time to attentively listen to his clients’ concerns and craft personalized strategies to efficiently solve their complex financial situations. Dedicated to delivering exceptional service and relationships to last a lifetime, Drew strives to be the final financial advisor you will need.
Drew is a Colorado Native. He enjoys hitting the gym to stay active and healthy, delving into the mysteries of the universe, but for him nothing beats the joy of spending quality time with friends and family. Balancing his passion for fitness, the cosmos, and the bonds of friends and family brings a sense of fulfillment to his life that he treasures deeply.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Amy Mong
Business Operations Director/Co-Founder
Amy has been an integral part of the Worth Retirement Advisors family since its inception. She joined Jason in 2019 and together they founded Worth Retirement Advisors in 2024. Her goal is to help grow the Worth Retirement team and ensure that the care of our clients are kept in the forefront of the team's culture. Amy's attention to detail, creativity, superior organizational skills and desire to care for others makes her a truly valued part of the team.
If you like Disney then come talk with Amy! She loves to spend her time with Jason and their two adult children, Amanda and Drew. Whether it be spending time in Florida or hiking in Colorado taking in all the beautiful scenery, she is always out enjoying all life has to offer. She takes pride in knowing that both of her children are truly passionate in their work and have a drive to serve others.
Make sure to stop in and get to know Amy and allow her to welcome you to the Worth Retirement Advisors family.