Jason Bourque in

Jason Bourque

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Financial Advisor at Eagle Strategies LLC
📍 Plymouth County, Massachusetts, United States

Jason Bourque is the Founder and Partner of Creative Wealth Solutions, a firm he established in 2006. Specializing in comprehensive financial, retirement, and estate planning, he leverages his Bachelor of Science in Financial Management from Franklin Pierce University to serve individuals, families, and business owners.

Outside of his professional life, Jason is a Board Member and Development Committee Chair for the Epilepsy Foundation of New England, a cause he became involved with after his sons diagnosis. He enjoys traveling, playing golf, and spending time with his wife and three children in Norfolk, MA.

He is a Court of the Table qualifier for the Million Dollar Round Table, a global standard of excellence in financial services.

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Experience
20 Years
Current Role
Financial Advisor
Location
Plymouth County, Massachusetts, United States
Personality Overview

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Decision Approach
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Priorities

Topics Jason cares about

Comprehensive Wealth Planning
He founded his firm to help clients build, protect, and preserve wealth through holistic financial strategies, including investment, retirement, and estate planning.
Epilepsy Advocacy
Serves as a Board Member for the Epilepsy Foundation of New England, a personal cause he is passionate about since his son's diagnosis in 2016.
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Career

Work history

5-2017
Financial Advisor
Eagle Strategies LLC
10-2006
Financial Services Professional
NYLIFE Securities LLC
7-2006
Agent
New York Life Insurance Company
6-2006
Founder/Partner
Creative Wealth Solutions & Insurance Services, LLC
In the press

Media appearances

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Education
Bachelor of Science - BS
Franklin Pierce University
Education details unavailable
Kingswood Regional High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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