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.
Drew Mong
Retirement Advisor
With a passion for understanding the world of finance and wanting to ensure that Drew’s 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.
Craving to improve himself; Drew passed the test to be a certified financial planner and graduated the top of his class with a 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 building long lasting relationships to last a lifetime, Drew strives to be the last financial advisor you will ever need to talk to.
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.
Education
- Passed the Certified Financial Planner exam
- Bachelors Degree in Finance
- Series 7, 65, 63, and SIE passed
- Life, health and annuities agent