Jared Roskelley, CFP® - President & Director of Financial Planning
Professional Overview
Jared Roskelley is an experienced financial planning and wealth management professional, currently serving as the President and Director of Financial Planning at Jackson/Roskelley Wealth Advisors, Inc. With over two decades of industry expertise, Jared specializes in providing comprehensive financial planning strategies and personalized investment management solutions to help high-net-worth individuals and families achieve their long-term financial goals.
Experience Summary
Current Role
As the President and Director of Financial Planning at Jackson/Roskelley Wealth Advisors, Jared is responsible for overseeing the firm's financial planning operations, leading a team of experienced financial planners, and ensuring the delivery of exceptional client service. Under his leadership, the firm has established a reputation for providing innovative and tailored wealth management solutions to its clientele.
Career Progression
Jared began his career in the financial services industry in 1998, holding various roles with increasing responsibility at Cornerstone Financial Planning, Inc. and as a Senior Advisor at his own CERTIFIED FINANCIAL PLANNER™ professional practice. Prior to his current position, Jared served as the Senior Vice President and Director of Financial Planning at Jackson/Roskelley Wealth Advisors, where he played a pivotal role in shaping the firm's strategic direction and client-centric approach.
Academic Background
Jared holds a Bachelor's degree and is a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating his commitment to professional development and the delivery of comprehensive financial advice.
Areas of Expertise
Jared's areas of expertise include:
- Comprehensive financial planning and wealth management
- Investment portfolio construction and optimization
- Retirement planning and income strategies
- Tax planning and strategy
- Estate and legacy planning
Professional Impact
Throughout his career, Jared has been recognized for his contributions to the financial planning industry. He has been actively involved in various professional organizations, sharing his knowledge and insights through industry publications and speaking engagements. Jared's focus on client-centric service and his ability to develop tailored financial solutions have earned him a reputation as a trusted advisor among his peers and clientele.
Conclusion
With his extensive experience, technical expertise, and client-focused approach, Jared Roskelley is well-positioned to continue guiding his clients and the Jackson/Roskelley Wealth Advisors team through the evolving financial landscape. He remains committed to delivering exceptional wealth management services and empowering his clients to achieve their financial objectives.
