Building Confidence Through Planning
Financial planning should give clients the confidence to make informed decisions about their financial future. Jared believes that this comes from having a comprehensive, customized plan that connects the different pieces of a client’s financial life and provides a clear path toward the life they want to live.
As a Wealth Advisor at RVA Wealth Management, Jared works primarily with individuals approaching retirement and retirees. He enjoys helping clients navigate the transition into retirement, develop a vision for the retirement they want, and build a financial plan that helps turn those goals into reality. His work often involves coordinating retirement income, spending needs, investments, and tax planning strategies to help ensure the plan supports both their financial needs and the life they want to live.
“My goal is to help clients feel confident and informed about their financial picture. When clients have a comprehensive plan built around the life they want to live, they can move forward with greater confidence and clarity.”
Jared joined RVA Wealth Management in 2024 after beginning his career at another wealth management firm in Richmond. He was drawn to the firm’s comprehensive approach to financial planning and its emphasis on developing meaningful, long-term relationships with clients.
Jared is from Fredericksburg, Virginia, and outside of work enjoys traveling, watching and playing sports, and spending time with family and friends.
EDUCATION
Bachelor of Science in Business, Finance major in the CFP® track, Virginia Tech
LICENSES
FINRA Series 65
DESIGNATIONS
Certified Financial Planner™ (CFP®)