Whether you’re nearing the end of your career, preparing for a major milestone, or planning your future, your assets are everything.
That’s why we’ve stepped up to provide fiduciary advice and wealth management services in order to help you navigate the complexities of financial planning and investing.
Everything we do–from optimizing your retirement income and monitoring your net worth to analyzing your tax implications–is designed to move you closer to financial security.
We’ve taken what’s worked for decades and created a custom curated process that's tailored individually to each client.
We do this through our process called Wealth by Design that helps you build an end-to-end strategy starting with laying out the planning foundations and uncovering what you truly value in life.
Working with us gives you the freedom and confidence to focus on the things that are most important to you in life.
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I’m Jared, a CERTIFIED FINANCIAL PLANNER® practitioner based in Irvine, California.
After years of working for large wealth management firms and 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, most 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.
Wanting to break away from the traditional financial model, I decided to leave my sales commissions and incentive bonuses to become a pure fiduciary financial advisor. This led me to start my own firm as a Independent Registered Investment Advisor (RIA) firm.
Today, we help people prepare for retirement by implementing our unique and custom tailored financial planning process combined with institutional quality wealth management.
Jared is a Past President for the Financial Planning Association of Orange County (FPAOC), a CFP® member organization with 500+ advisors in the local community. I also hold the CERTIFIED FINANCIAL PLANNER™ designation and am a proud member of the following professional organizations:
Over the years, I’ve been featured in Forbes, Money, Advisorpedia, and other publications for my financial expertise. I was nominated to InvestmentNews' 40 Under 40 list as well as named a Top 100 Advisor by Investopedia for my accomplishments and contribution to the industry. Jared is a founding member of the Orange County Advisors Network.
I’m also a proud graduate of The University of California, Irvine (UCI) where I studied Business Economics, and the Executive Financial Planning program at The Graziadio School of Business at Pepperdine University.
When I’m not helping my clients plan their future, you’ll find me outdoors doing something fun with my wife Paige (who’s a CPA and economist) and two kids, Quinn and Reid. I love every kind of outdoor activity from backpacking and mountaineering to rock climbing, spearfishing and skiing. You might even find me on the golf course, if I’m looking for a little relaxation.
