Jason Bishop has worked in the financial services industry since 2015 and has served as a speaker and educator with Wienken Advisors Ltd. since 2020. He specializes in helping federal employees, retirees, and their families navigate the complex financial decisions that accompany retirement and long-term financial planning.

Jason has dedicated much of his career to educating federal employees on the benefits and opportunities available through FERS and CSRS retirement systems, the Thrift Savings Plan (TSP), Social Security, FEHB, FEGLI, survivor benefits, retirement income planning, and wealth preservation strategies. Through retirement seminars, workshops, webinars, and personalized consultations, he has helped thousands of federal employees better understand their benefits and make more informed financial decisions.

His planning philosophy combines comprehensive financial planning, fiduciary investment guidance, and behavioral finance principles to help clients align their financial decisions with their long-term goals and values. Jason believes that successful financial planning extends beyond investments alone and should incorporate retirement income planning, tax-efficient strategies, risk management, estate planning coordination, and thoughtful decision-making throughout life’s major transitions.

Jason holds FINRA Series 7 and Series 66 registrations and has earned numerous professional credentials reflecting advanced study in financial planning, fiduciary responsibility, federal employee benefits, retirement planning, behavioral finance, retirement plans, and financial education. He is committed to providing objective guidance, meaningful education, and personalized strategies designed to help clients pursue financial confidence and long-term success.

Professional Credentials & Designations

Financial Planning

  • CFP® – CERTIFIED FINANCIAL PLANNER™ Professional
  • ChFC® – Chartered Financial Consultant®

Fiduciary & Investment Oversight

  • AIF® – Accredited Investment Fiduciary®
  • AIFA® – Accredited Investment Fiduciary Analyst®
  • CPFA® – Certified Plan Fiduciary Advisor®

Federal Benefits & Retirement Planning

  • FRC℠ – Federal Retirement Consultant℠
  • ChFEBC℠ – Chartered Federal Employee Benefits Consultant℠

Behavioral Finance & Education

  • BFA™ – Behavioral Financial Advisor™
  • CFEd® – Certified Financial Educator®

Areas of Specialization

  • Federal Employee Retirement Planning
  • FERS & CSRS Benefits Analysis
  • Thrift Savings Plan (TSP) Planning
  • Social Security Strategies
  • FEHB & Medicare Coordination
  • Retirement Income Planning
  • Fiduciary Investment Management
  • Behavioral Finance
  • Tax-Efficient Retirement Strategies
  • Estate & Legacy Planning Coordination
  • Employer Retirement Plans & Fiduciary Consulting