About
Jason Chepenik, CFP®, is the Senior Vice President of the Financial Services division at OneDigital. With over two decades of experience, Jason is renowned for his innovative approach to fiduciary guidance for corporate retirement plans. His boundless energy and passion are what his clients and team admire most about him.
Jason is not just a financial expert; he's a visionary leader who embraces technology to enhance client experiences. Recently, he spearheaded OneDigital's AI experiment, introducing "Cheppy," an AI-powered avatar of himself, to demonstrate the potential of technology in financial advisory. This initiative reflects his commitment to blending human touch with cutting-edge innovation.
Beyond his professional achievements, Jason is a sought-after speaker and thought leader in the industry. He frequently shares his insights at conferences and through various media outlets, inspiring others with his forward-thinking perspectives.
When he's not revolutionizing the retirement planning landscape, Jason enjoys engaging in community service and mentoring the next generation of financial advisors. As the founder of the 4.01k Race for Financial Fitness™, he has helped raise more than $1 million to support community based financial literacy programs. His dedication to making a positive impact extends beyond his professional life, making him a true asset to OneDigital and the broader financial community.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
