Jason Rundorff, CFP®
Senior Financial AdvisorJason Rundorff rejoined HBKS in 2025 as a Senior Financial Advisor in the Naples, Florida office, bringing more than two decades of experience in the financial services industry. Since beginning his career with HBKS in 2007, Jason has served primarily in a fiduciary capacity as a Registered Investment Advisor, committed to putting clients’ interests first.
Before entering the financial field, Jason launched his professional journey as a high school teacher in 1998, an experience that continues to shape his thoughtful, educational approach to financial advising.
As a Certified Financial Planner®, Jason partners with individuals and families to design and implement personalized, holistic financial plans. His work focuses on building long-term, collaborative relationships that empower clients to achieve their goals through tailored strategies. Key areas of knowledge include:
- Retirement cash flow planning
- Retirement plans for small businesses
- Protection planning
- Investment management
- Tax and estate planning
Jason is also active in the Southwest Florida community. He serves on the Advisory Board for the Make-A-Wish Foundation and currently acts as President of the men’s group at North Naples Church.
He earned his Bachelor of Arts & English from the College of Wooster in 1996 and received his CFP® designation in 2011.