Jason  Sobolik

Jason Sobolik

| CFP®

Financial & Investment Management Group

(608) 779-0300

Contact Me


Fee-Only Financial Planner serving the Traverse City, MI area.


  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

1837 E Main St
Traverse City, MI 54650-8757

Jason Sobolik is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jason Sobolik joined FIM Group in 2007 as a financial planning specialist. He spent 12 years at Business Objects (a SAP company) as a Global Technical Account Manager and Sales Engineer working internationally to expand its solutions throughout their global network of consulting firms and software providers. Jason is currently assisting with financial, tax and retirement planning services for FIM Group clients in Wisconsin.

Jason holds bachelor's degree in Mathematics and Computer Information System from Wartburg College. Jason has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board.