Jason Fields
Financial Services Professional & Financial Literacy Advocate

Personal Notes
Hey there,
I hope this message finds you well. As a Certified Financial Education Instructor, I can’t stress enough the importance of personal financial literacy. It’s not just about numbers on a page or balancing budgets; it’s about empowering yourself to make informed decisions that can truly transform your life.
Too often, I’ve seen individuals struggle with debt, stress over bills, and feel overwhelmed by financial uncertainty. But it doesn’t have to be that way. By arming yourself with knowledge about budgeting, saving, investing, and managing debt, you can take control of your financial future.
Remember, it’s never too late to start learning and taking steps towards financial freedom. I’m here to support you on your journey, so don’t hesitate to reach out if you have any questions or need guidance.
Here’s to a brighter, financially literate future for us all.
Best regards,
Jason Fields, CFEI, CEcD, CCRS
Certified Financial Education Instructor
Bio
Jason Fields, CFEI, CEcD, CCRS is an NFEC Certified Financial Education Instructor (CFEI) and a Certified Economic Development Practitioner (CEcD). He is the founder of The Financial Promise Foundation, Inc., a non-profit organization that teaches personal financial & business literacy. He is also the Founder of Keystone Leadership Solutions, LLC a leadership consulting firm. Jason started his career in the financial services sector where he collaboratively managed over $100 million in assets. His experience includes bonds, equities, derivatives, insurance, and both residential and commercial loans. He has also worked as a financial advisor, investment advisor, personal banker, credit union branch manager and investment banking associate. He is a published author with seven books, four of which focus on financial topics for beginners. He holds a MSL Degree in leadership from Concordia University and a BS Degree in business management from Cardinal Stritch University.
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