Jared Redfield Email & Phone Number

📞 Office: 858.925.8000 Ext. 106 📧 E-Mail: jared@tidemarkfp.com📆 Schedule Consultation: https://go.oncehub.com/jaredredfieldOur mission at Tidemark Financial is to provide experienced advice to clients with specialized careers.We offer independent wealth management and comprehensive financial planning. Our strong suit is developing holistic retirement plans that incorporate your unique employer benefits. Our team is dedicated to the specific guidance that can answer your questions and help provide your family the confidence to tackle your goals.As an LPL Financial Planner with Tidemark, my personal practice focuses on handling three types of individuals:1) Software Engineers & Tech Careers2) Business Owners3) Navy/Department of Defense/V.A.What do we offer?Wealth management, financial planning, life insurance, college planning, in addition to many other financial strategies. 💡What do our financial planning services include?- Goal based planning to develop a strategy focused on what is important to you- Building an organized snapshot of what your financial picture looks like- Cash flow analysis to build a direction of where your money is going and why- Implementing insurance strategies that give you protection from unexpected changes in your life- Tailor-made retirement plans that aim to put you in position to achieve your dream retirement👤 About Me:Born and raised in San Diego as the son of a local business owner, Jared grew up with an everyday behind the scenes look at what it took to run a successful and honest business. After earning his bachelor’s degree in Financial Services and certificate in Personal Financial Planning from San Diego State, he carried those same values to his practice and team at Tidemark Financial Partners.Jared works to build a relationship both professionally and personally on the client’s journey to retirement, helping them pursue their current and future financial goals.In his free time Jared is an avid car enthusiast and loves traveling where he insists on trying all the foods of the local culture. Additionally, early on in his path to financial planning, Jared recognized that the educational system lacked any real emphasis on financial literacy which is why he works to educate not only his clients but youth in his community.

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  San Diego State University

  Financial Planning And Services