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.