Jason Yepko, CPFA®, CRPS®, NQPC ™

Director, Retirement Plan Consulting, OneDigital Financial Services

24 years of experience

About

Jason C. Yepko, CPFA®, CRPS®, NQPC ™ serves as the Director of Retirement Plan Consulting in the Carolinas where he offers retirement plan consulting solutions focused on developing strategies to fit the needs of private organizations, tax exempt organizations, and governmental plans.

Prior to joining OneDigital, Jason served as retirement plan wholesaler for 20+ years, where he was listed by plan advisors as one of the top wholesalers in the nation in 2020, 2021, 2022, and 2023. Jason earned the Certified Retirement Plan Specialist (CRPS®) designation from the College of Financial planning and the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors, which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Outside of the office, Jason spends time with his family, and gives back to the community through a variety of philanthropic organizations.

Latest News & Updates from Jason Yepko, CPFA®, CRPS®, NQPC ™ and Team