Jared Etkins, Cfp®, Chfc® Email & Phone Number

As a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, I am passionate about helping individuals and families navigate the complexities of their financial journey. My team and I specialize in providing strategic guidance that goes beyond traditional financial advice.I understand that your financial aspirations extend beyond personal success; they encompass a desire to secure your financial future and make a positive impact on the lives of those around you. I work closely with individuals and business who are looking for a partner to help them elevate their financial standing, someone who recognizes that true progress often requires collaboration, knowledge, and a customized approach.With a wealth of experience in the financial industry, our team brings a blend of technical knowledge and personalized insight to every client relationship. My goal is to empower you with a financial roadmap that aligns with your goals and values. Together, we'll explore opportunities, address challenges, and navigate the landscape of wealth management.If you're ready to take the next step in your financial journey and are looking for a partner to guide you along the way, lets connect and explore how we can work together to shape a prosperous future that extends beyond individual success./COMPLIANCE:2023-4045/

Listed skills include Six Sigma, Cost Allocation, Gamma, Information Technology, and 69 others.

• 

  Penn State University

  Finance