I’m Jared, a CERTIFIED FINANCIAL PLANNER® practitioner based in Irvine, California.
After many years of working for several large wealth management firms as well as time in the hedge fund industry, I recognized there was a major flaw in the system. They weren't designed to put the client first.
In fact, many of the professionals I've met in my career claimed to be financial advisors but were actually brokers in disguise--putting the interests of their employers and themselves well above the interests of the clients they served.
Not wanting to be part of that system, I decided to leave my sales commissions and incentive bonuses to become a pure fiduciary financial advisor. This led me to found my own firm as a Registered Investment Advisor (RIA) firm.
Today, we help people prepare for retirement, by implementing a unique and custom tailored financial planning process combined with institutional quality wealth management.
