Jared Freese, Cfp® , Cepa , Chfc®, Clu® Email & Phone Number

Following his college graduation, Jared launched his career in financial services with a renowned wealth management firm in St. Louis. Jared later joined the Gatewood Wealth Solutions team, where he has excelled in designing comprehensive financial strategies that align with clients’ unique objectives. In his position as Wealth Planner, Jared plays a critical role in assisting clients in achieving success in their financial planning objectives while ensuring their plans align with their changing goals and circumstances. He is responsible for creating and proactively monitoring clients’ financial plans. He collaborates with their Client Care team of professionals, guiding families through critical financial decisions and life events helping them work towards achieving the firm’s mission: to become and remain financially self-reliant.Jared is a Certified Exit Planning Advisor, a designation for professionals who are trained to assist business owners in preparing for and executing their business exit strategies. For clients, having a CEPA® means that they are working with a knowledgeable advisor who can provide expert guidance in maximizing the value of their business, ensuring a smooth transition, and working towards achieving their financial and non-financial objectives upon exiting the business. This can be especially crucial in terms of retirement planning, wealth preservation, and legacy building.Jared is a Certified Financial Planner ®(CFP®) professional, a designation that demonstrates his proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. He also holds his Chartered Life Underwriter (CLU®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning. Jared holds his Series 65 securities registration with LPL Financial. • Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with Gatewood Wealth Solutions may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Listed skills include Financial Services, Services, and Sales.