About Jared
As a Wealth Management Advisor and Financial Planner, I help my clients plan for the future, acting as a personal financial coach with the customized attention that you deserve. Comprehensive Financial Planning does not need to be complex. As a Financial Planner, I actively expand my network of clients to include families and business professionals nationwide. I am a Registered Representative of and hold Series 7, 6, 63 and 65 Security Licenses. Additionally, I have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
I typically spent summers while I was in college at my father's office of Prudential (now Wells Fargo), where I learned from him the ins and outs of the Financial Services industry. I graduated from the University of Miami in 2003 with a Bachelors degree in Business Administration and a minor degree in Motion Pictures.
I am originally from West Hartford, Connecticut and still have family in Connecticut as well as New York. I am a Member of the Board of Directors for the David Posnack Jewish Community Center. Also, I am a member of the University of Miami Alumni Association, a member of B'Nai Israel, and a volunteer for the American Cancer Society. I am an avid film and basketball fan. Also, I have lived in South Florida since 2000 and currently live in Boca Raton with my wife Lauren, daughter Ayel and son Avi. I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.
Experience
Wealth Management Advisor and Financial Planner
Coastal Wealth, a MassMutual Firm
July 2017-Present, Boca Raton, FL
Education
University of Miami - School of Business
Marketing, Financial, Marketing and Motion Pictures (Minor)
Graduated in December 2003 from the University of Miami with a Major in Marketing and Minor in Motion Pictures
Activities and Societies: University of Miami Alumni Association, David Posnack Jewish Community Center Board of Directors, Orange Bowl Committee, Jewish Federation of Broward County.
Skidmore College
Business
Decided that transferring to University of Miami was the best option for me due to the Business school and the environment.
Hall High School
Graduate
I am licensed in CO, FL, GA, IL, MA, NC, NY, TX to offer insurance products for individuals as well as businesses. Also, I focus on Retirement Strategies, Business Succession Strategies, Asset Allocation Strategies, Estate Conservation Strategies, Executive benefits, Personal Insurance, Group Benefits.