Jason Lombardi
Jason joined the Vita team in 1999 as an Account Executive and provides full service employee benefit plan marketing, selection, implementation, compliance and management to a large client base. He is a member of several professional organizations and is relied upon for his COBRA expertise by many other employee benefit brokerage firms in the industry. Jason believes that his and Vita’s success are due to exceeding expectations in all that they do.
Prior to joining Vita, Jason was a Senior Associate in the Legal Transfers department at Franklin Templeton where he was NASD licensed. He holds an MBA in Human Resources from Notre Dame de Namur University and a B.S. in Management from Santa Clara University. Jason has also earned a CEBS (Certified Employee Benefits Specialist) and HIA (Health Insurance Associate) designation.
California Department of Insurance License #0581175
Securities offered through Liberty Group, L.L.C.
Member FINRA, SIPC, MSRB, Registered Investment Advisor
