Jared Siegel, Bfa™, Cepa® Email and Phone Number
Jared Siegel, Bfa™, Cepa® work email
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Jared Siegel, Bfa™, Cepa® personal email
Jared Siegel, Bfa™, Cepa® phone numbers
Savvy wealth Partner with a history of advising affluent families across their entire balance sheets to optimize after tax outcomes.
Delap Wealth Advisory Llc
View- Website:
- delapwa.com
- Employees:
- 5
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Co-Founder | Chief Investment OfficerDelap Wealth Advisory LlcPortland, Or, Us
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PartnerDelap Wealth Advisory 2016 - PresentDelap Wealth Advisory was born from the eight decade heritage of our affiliated CPA firm, Delap LLP. For over 80 years we have been helping business owners make more predictable and profitable wealth building decisions. To complement and strengthen this tradition of forward-thinking client care, Delap Wealth Advisory was launched. Our team has played a financial leadership role advising clients through each of the critical stages of the ownership wealth cycle. Business ownership is a tremendous platform to create wealth, but it can be fraught with risks and financial complexity. To truly maximize owner wealth, advisors must possess a deep working knowledge of the business strategies that optimize the financial performance and tax efficiency of business profits. The bottom line, owner wealth is going to be powered by their business’ cash flow. Delap Wealth Advisory provides the integrated planning platform that enables owners to better coordinate their business strategies with their personal financial plan.Delap Wealth Advisory LLC (DWA) is an independent Investment Advisor firm registered in the state of Oregon. DWA only provides investment advisory services where it is appropriately registered or exempt from registration.
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Partner & Chief Development Officer (Cdo)Delap Llp Dec 2010 - PresentDelap LLP serves the northwest business owner through the delivery of tax, audit, & consulting solutions. Delap’s proactive service model enables the firm to truly partner with clients to avoid financial pitfalls, realize organizational initiatives, personal goals, and continually improve. Delap’s ability to serve as a business guide enables clients to navigate the complex tax consequences of any strategic business decision to realize the optimal outcome. For over 80 years, Delap has partnered with the Northwest business owner. -
Territory ManagerHologic Jan 2009 - Dec 2010Hologic is the market leader within women’s healthcare. Within the role I was responsible for:• Business & marketing plan creation, implementation, & execution within the surgeon’s clinic• Reengineered the service & care delivery model from one dependent upon expensive hospital operating rooms to the faster, more efficient physician clinics.• Served as the catalyst for the adoption of newer, more cost effective, minimally invasive surgical procedure alternatives. • Administered the required training and surgical technique development to optimize patient outcomes & safety profiles. -
Investment AdvisorLighthouse Strategic Advisors 2007 - 2009Lighthouse Strategic Advisors LLC is a client centered, advisor driven comprehensive wealth management firm. The best results will occur when all advisors take the time to understand your vision, work interdependently to find creative solutions, and help you efficiently turn your vision into tangible, measurable results.
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Marketing RepresentativeFederated Insurance Jul 2005 - Jan 2008A 100+ year old mutual insurance company specializing in Auto Dealerships, Ag Equipment Dealerships, Petroleum Distributors, & Building Material Distributors. Products included commercial Property & Liability Insurance as well as financial protection products for business owners. Responsible for lead generation, relationship cultivation, needs analysis, coverage programing, and negotiation.
Jared Siegel, Bfa™, Cepa® Skills
Jared Siegel, Bfa™, Cepa® Education Details
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Finance & Accounting -
Management And Marketing -
Jesuit High School
Frequently Asked Questions about Jared Siegel, Bfa™, Cepa®
What company does Jared Siegel, Bfa™, Cepa® work for?
Jared Siegel, Bfa™, Cepa® works for Delap Wealth Advisory Llc
What is Jared Siegel, Bfa™, Cepa®'s role at the current company?
Jared Siegel, Bfa™, Cepa®'s current role is Co-Founder | Chief Investment Officer.
What is Jared Siegel, Bfa™, Cepa®'s email address?
Jared Siegel, Bfa™, Cepa®'s email address is js****@****pwa.com
What is Jared Siegel, Bfa™, Cepa®'s direct phone number?
Jared Siegel, Bfa™, Cepa®'s direct phone number is +150369*****
What schools did Jared Siegel, Bfa™, Cepa® attend?
Jared Siegel, Bfa™, Cepa® attended University Of Oregon Lundquist College Of Business, University Of Oregon, Jesuit High School.
What are some of Jared Siegel, Bfa™, Cepa®'s interests?
Jared Siegel, Bfa™, Cepa® has interest in Leadership, Small Business, Running And Fly Fishing, Children, Economic Empowerment, Education, Reading, Poverty Alleviation, Economics, My Faith.
What skills is Jared Siegel, Bfa™, Cepa® known for?
Jared Siegel, Bfa™, Cepa® has skills like Strategy, Business Development, Leadership, Entrepreneurship, Marketing, Sales, Financial Analysis, Small Business, Strategic Planning, Mergers And Acquisitions, Creative Strategy, Team Building.
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