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Jasen Dahm, CFA, CPA

Jasen Dahm, CFA, CPA

Chief Investment Officer

Jasen, a CFA charterholder, oversees the development and management of internal investment portfolios for Green Future Wealth Management. As a licensed CPA, he also specializes in customized advanced planning solutions for short and long-term income tax liability minimization. Chief Investment Officer role is internal only to Green Future Wealth Management and does not apply to Cambridge Investment Research Advisors, Inc.