
Jason G. Auricchio, ChFC®, CFP®
Title: Financial Planner
jauricchio@financialguide.com
Office: (305) 609-6065
Focus: Insurance Strategies, Retirement Planning, Financial Planning, Investment Strategies, Charitable Giving, Business Succession Planning, Estate Planning, Business Owners, College Funding Strategies, Group Benefits
Languages: English
Jason Auricchio is the Founder and President of FAME Financial Group, LLC. and has served the financial services industry since 2007. He has received industry accolades including the Million Dollar Round Table, MassMutual Blue Chip Council and NAIFAs Quality Award. Jason has also earned the distinguished credentials of Chartered Financial Consultant (ChFC®) and Certified Financial Planner™ (CFP®), which is the “recognized standard of excellence for competent and ethical personal financial planning."*
Jason serves as an NFLPA Registered Player Financial Advisor and founded FAME to serve the unique financial planning needs of professional athletes and entertainers. A former athlete himself, Jason strives to build trusting relationships with our clients on the basis of honesty, integrity and expert guidance. In the challenging world of professional athletics and entertainment, the real benefit is that our clients will have peace of mind in knowing they have a trusted advisor handling their financial security needs as if it were his own.
Jason was born and raised in Miami, Florida. He is married to wife, Cristina, and they have two children, Matthew and Caleb. Jason is a proud alumnus from Florida International University, holding Bachelors degrees in both Finance and International Business, and has served on the Alumni Association's Board of Directors.
*http://cfp.net/about-cfp-board
Meet Jason
Tell us about where you grew up and what hobbies you enjoyed as a kid.
Born and raised in Miami, FL…for as long as I can remember, life revolved around school and sports. Played all sports when I was younger, but my love for playing basketball overtook all others and played it year round.
What inspired you to pursue a career in the financial services industry?
Numbers always came naturally to me, and after double majoring in finance and international business, the entrepreneurial nature and unlimited upside potential drew me to the career right out of school.
Your area of expertise involves working with NFL players. How would you advise a new advisor on approaching this target market? It’s definitely not the easiest market to break into and is hyper competitive. While it definitely benefits you to have relationships with players/managers/agents, that on its own is not usually enough to convert a friendship or acquaintance into a business relationship. Some things that benefited my path was to obtain credentials and licenses as quickly as possible, learned the ins and outs of professional aspects to market myself as a specialist and expert in the industry, and found a way to distinguish myself from all of the other financial advisors I’d be competing against.
What advice would you give to a new agent in terms of how to prospect? Always be on time, do what you say you are going to do (no matter how small the task), get licenses/credentials asap, and whatever activity metrics your mentors suggest…try to do more!
How did you start playing basketball? With young kiddos at home, do you encourage them to pick up basketball or any other sports for that matter? I started playing first at home at a hoop my parents bought and set up when I was a toddler…and then began playing youth optimist leagues starting at 6. Absolutely! My kids have my sports equipment, balls, nets, etc than I ever had. They enjoy playing all sports, and as Covid quarantine started to lift, we put them in a baseball academy and they’ve been paying since they were 4 and 3 respectively. Aside from staying in shape and enjoying the sport, they learn accountability, teamwork and numerous other skills that will benefit them as they grow.
How has this sport enhanced your skills as well as provided opportunities as a professional? Definitely, lessons of teamwork, accountability and dealing with numerous personalities for one goal are some things that are obvious takeaways….but especially being an advisor in the sports industry, my past experience has given me a relatability and greater appreciation to the athletes who are the top 1% of the top 1% of their craft. Knowing the work that is required, the ups and downs, ,etc…definitely gives me a better perspective and understanding of the young men and women I sit down with.
Who is your favorite basketball team? Where is the best place you have seen them play? I’ll give you two answers. My favorite player growing up was Karl Malone from the Utah Jazz, and was able to see him live courtside for a game in Miami when I was about 10 and he even gave me his game used wristbands. After he retired, definitely rooted (and still root) for the Miami Heat, and was able to watch a few NBA finals games live in person during the Lebron James years in Miami.
Jason Auricchio is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. [www.SIPC.org] 1000 Corporate Dr, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800
MY APPROACH
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
YOUR FUTURE
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Disclosure:
I am licensed to sell insurance in: FL, GA, AL, CA, MA, TX
I am Licensed to sell securities in: FL, GA, CA, TX
CA INSURANCE LICENSE #0H1884
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800