With more than six years of experience in financial planning and investment management, Jared Kirby has the accumulated knowledge and perspective to help you with your financial goals. Jared understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jared will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Jared endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Jared designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jared puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Jared began his career in financial services in 2013 and previously spent five years with Regions Investment Solutions. Today, Jared provides financial and estate planning through the use of equities, fixed income securities, managed money, education savings plans, and more through Raymond James.
A native of Inverness, FL, he is a member of the Citrus Lodge of Free and Accepted Masons. Away from the office, Jared also enjoys golfing, fishing, spending time with his growing family, and volunteering in the local school district.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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