Jason Fial Named Partner at Wilde Wealth Management Group

(SCOTTSDALE, Ariz. – July 8, 2024) – Wilde Wealth Management Group is pleased to announce Jason Fial has been named a partner and joined into the ownership group at the award-winning firm. In his new role, Fial will continue to work with clients on all of their financial planning needs, ranging from retirement planning, debt planning and tax planning to estate planning and asset protection as well as work with the leadership team to continue the strategic growth of the firm, talent acquisition and retention, and mentorship.

“I am extremely excited to welcome Jason, a long-time friend and advisor at Wilde Wealth, to our ownership group,” said Wilde Wealth Management co-founder, CEO and managing principal Trevor Wilde, AIF®. “We view this milestone as a win-win – growing the value of Wilde Wealth Management while significantly enhancing our strategic vision for the good of our clients and continuing to build a chosen destination for top advisors from across the industry.”

Fial joined Wilde Wealth in 2018 and started his career in the financial services industry in 2005. He is a three-time Million Dollar Round Table qualifier, which is held in high regard in the financial services industry. Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.

Within the community, Fial has been active with Wilde for Arizona since joining the firm, including making personal donations to Arizona Tuition Connection (ATC) to support its scholarship fund to help low-income students to attend Notre Dame Preparatory Academy. Fial and his wife live in Phoenix and are busy parents to four sons.

For more information, please visit www.wildewealth.com.

About Wilde Wealth Management Group

Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house

Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 16 years, most recently ranking in the top five firms in Arizona. Currently, Wilde Wealth Management Group has offices across Arizona located in Scottsdale, Sun City-Surprise, Glendale, Sedona, Tempe, Tucson, and Payson as well as affiliates and partners in Indiana, California, Florida, and New Mexico. For more information, visit www.wildewealth.com.

Jason Fial, Wilde Wealth Management Group

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at Jul 8, 2024

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