Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for N. Scottsdale, AZ #4672!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Jason Stock, is the founder of AlphaONE Wealth Strategies, based in Scottsdale, Arizona.

He founded AlphaONE Wealth Strategies after recognizing the major downfalls of being confined to a massive financial firm. He wanted access to the best financial tools and the companies that were the best at what they did. “No single company is the best at everything. I needed to be able to cherry pick that one thing a certain company is great at and use them for that purpose in my clients portfolios. This way each piece of my clients portfolios are able to have the best available option working for them.”

Jason graduated in Finance from the W.P. Carey School of Business at Arizona State University and has been utilized as a resource in publications for studies done by Yale University on various retirement and investment strategies. He is a big advocate of continuing education and surrounding himself with other successful people in the business such as nationally recognized influencers such as Rob Hodges, David McKnight and Andre Vicario. “I knew from the first day I got into the business that I needed to wiggle my way into the circles of the best because that is who I wanted to be and learn from. I would not be where I am today without the mentorship received from those men in the beginning and still receive to this day.”

Jason believes strongly that being a great advisor is more than designing the best strategy, it’s about establishing lasting relationships with each client because the financial needs of most people change with life. “My client’s know that I pride myself on honesty, integrity, trust, education and ALWAYS doing what’s best for them. My commitment is to my clients and their success; always has been and always will be.”

He and his wife, Melynda, reside in Mesa, Arizona and have 2 energetic, wonderful boys. He enjoys, golfing, weight training, traveling and spending time with his family.