Bio Jason Mengel, CFP

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Jason Mengel, CFP

Co-Founder, Fusion Capital

Phone: 843.972.0065

Jason Mengel, originally from Atlanta, Ga., currently resides in Isle of Palms, S.C. He holds a CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Financial Planning Association. Mengel graduated from Wofford College in Spartanburg, S.C., with a B.A. in Finance and also excelled on the men's tennis team. He served on the Board of Helping Hands Inc. in Aiken, S.C., is a member of the Professional Palmetto Society in Charleston, S.C., and volunteers his time with a local high school tennis team. Furthermore, Mengel is a contributing columnist for The Island Eye News and a member of the IOP Exchange Club.

Latest Features

Building Wealth
January 2019

Need a Retirement Income Plan? Here's Where to Start

If you're wondering when you can retire, how much you need to save and where your money should come from in retirement, what you're really trying to do is come up with a retirement income plan. The basics boil down to asking yourself four questions.

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Building Wealth
November 2017

This Old-School Retirement Rule No Longer Applies

Modern-day asset allocation is a lot trickier than the traditional rule of thumb that so many people go by.

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Building Wealth
June 2017

With Stocks: Too Much of a Good Thing Might Not Be a Good Thing

That stock that did so well for you over the years? Don't get so attached that you hold back when it's time to rebalance.

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Building Wealth
February 2017

Fee Or Commission: How’s Your Adviser Being Paid And What’s Best For You?

Ask yourself this: Am I a buy-and-hold investor who doesn’t need a lot of hand-holding, or do I need more comprehensive services?

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