Jason J. Peplinski, MBA, AIF^®, CPFA, FSS, LUTCF

A bit about his background:

Jason hails from Pender, Nebraska, where he grew up in a large, close-knit family. This is where he learned that hard work, community service and financial responsibility were highly valued.

As Vice President and partner of FP Wealth Management, Jason focuses on investment strategy, business finances, retirement accumulation/withdrawals, tax planning, risk management, and estate planning. He began his financial services career in 1996 working for National Bank of Commerce in Lincoln. A subsequent position with Ameritas Investment Corp would lead him to begin building his own clientele. Since then, he has continued to grow his network and facilitate the retirement and smooth client transfer of several veteran colleagues. Jason has been nationally recognized for exceptional service in 2 nationwide publications Investment News’s "40 Under 40” and Advisor Today’s "Four Under Forty,” among other honors. He is a former VP and current member of the National Association of Insurance and Financial Advisors, a member of the Financial Services Institute, and was also a past President of The Society of Financial Service Professionals.

Jason is driven by a strong passion for demystifying investments, money-management, and wealth building. Jason’s #1 promise when advising clients is complete transparency. He makes it a point to give serious attention to both short and long term cashflows, helping clients balance future savings with access to money needed today. To date, he has managed portfolios for clients at all stages of life while continuing to play an instrumental role in FP Wealth Management’s growth and market reach.

Education:

• University of Nebraska-Lincoln, Accounting
• University of Phoenix, Master of Business Administration (MBA)
• Bellevue University, Business Management
• Southeast Community College, Marketing

Designations:

• Master of Business Administration (MBA)
• Accredited Investment Fiduciary (AIF®)
• Certified Plan Fiduciary Advisor (CPFA®)
• Financial Services Specialist (FSS)
• Life Underwriter Training Council Fellow (LUTCF) 

What Jason loves most about his role:

“I particularly enjoy the relationships I’ve developed with my clients beyond the financial work

we do. We get to connect with people and hear how they are living their lives and the

experiences they are having, and we get to participate in that with helping our clients plan for

and realize their dreams. We often work with clients and take care of their adult children and

grandchildren as each move through the stages of life that have differing areas of focus that we

can guide them on.”

Outside of work:

Today, Jason and his wife are proudly raising four children together. Jason makes it a point to

give back whenever possible through coaching youth sports, assists with their church and local

community events. When he’s not working, Jason loves spending time with family and

friends, traveling, camping, hiking, fishing, skiing, and golfing. Jason maintains a private pilot’s

license which he uses both to visit clients and for recreation.

His community involvement:

• Peace Lutheran – Waverly, NE
• Kiwanis Club of Waverly
• Food Bank of Lincoln
• People’s City Mission
• Jude’s Children’s Research Hospital
• Society of Financial Service Professionals (FSP)
• National Association of Insurance and Financial Advisors (NAIFA)
• Financial Planning Association (FPA)
• Lincoln Estate Planning Council (LEPC)
• Lincoln Independent Business Association (LIBA)