Jason Cowans

I have a deep passion for personal finance and a genuine desire to help people. My mission is to help clients feel calm, confident and in control by addressing their biggest financial concerns. I help ease people’s fears of running out of money, navigating retirement or becoming a burden to loved ones – while aligning every decision with what matters most to them. The result is a sense of clarity and peace of mind. Clients often tell me they finally feel heard, and they’re excited about their future. Outside of my work as a financial planner, I love to travel and spend time with family in Arizona and Idaho. If I had to choose a favorite destination, it would be Glacier National Park for its breathtaking beauty. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

Our wealth management advisors in TIAA’s Phoenix, AZ office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 548-3705.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Chandler is here for you, serving Phoenix and points south, including Mesa and Gilbert. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.