Jason Apolenis is the Founder and Managing Principal at Avenue Wealth. As a Certified Financial Planner (CFP®) with more than two decades of highly-specialized experience, he provides comprehensive financial planning to executives, business owners & other individuals with substantial income or assets in order to help them preserve and enhance their hard-earned wealth.
Through an innovative coaching process, Jason helps his clients crystallize their goals and objectives and implement a plan to help accomplish them. Monitoring the plan and adjusting it over time as life evolves, Jason helps his clients to have financial peace and lead better, more rewarding lives.
His unique results-driven approach has made Jason one of the most sought-after financial advisors in the Washington metropolitan area. As a Maryland native who currently resides in Bethesda, Jason loves his community and serving the people in it. He’s an active member of the Greater Washington Association of Insurance and Financial Advisors, serves on several boards, and is a benefactor for numerous local charities.
In his free time, Jason enjoys competing in a variety of physical activities, and spending time with his wife, Gina, and their two boys.