Jason Bolen, CPA, CFP®

    Mr. Bolen is a Certified Public Accountant (CPA) who specializes in tax preparation for small to midsize businesses and individuals at Cunningham, Powell, Alexander AC.

    In addition to his accounting work, Mr. Bolen is a financial advisor with Allegheny Investments, an SEC Registered Investment Advisor.

    Education & Professional Credentials

    • 01

      West Virginia University | Bachelor of Science in Accounting

    • 02

      Grove City College | Bachelor of Science in Management

    • 03

      Certified Public Accountant (CPA)

    • 04

      CFP® Practitioner, Certified Financial Planner Board of Standards

    Professional Experience

    • 01

      13 years of Financial Planning and Tax Accounting with Cunningham, Powell, Alexander AC

    • 02

      Chestnut Ridge Church, High School Ministry Director

    Community Involvement

    • 01

      Chestnut Ridge Church, Active member and volunteer

    • 02

      Compass Women’s Center, Board Member

    Certified Public Accountant & Financial Advisor