Jared Redfield

Jared Redfield Email and Phone Number

Financial Planning for Tech Employees & Business Owners! @ Tidemark Financial Partners
san diego, california, united states
Jared Redfield's Location
San Diego, California, United States, United States
Jared Redfield's Contact Details

Jared Redfield work email

Jared Redfield personal email

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About Jared Redfield

📞 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.

Jared Redfield's Current Company Details
Tidemark Financial Partners

Tidemark Financial Partners

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Financial Planning for Tech Employees & Business Owners!
san diego, california, united states
Website:
tidemarkfp.com
Employees:
8
Jared Redfield Work Experience Details
  • Tidemark Financial Partners
    Financial Consultant
    Tidemark Financial Partners Jan 2021 - Present
    San Diego, California, United States
  • Tidemark Financial Partners
    Lpl Registered Administrative Associate
    Tidemark Financial Partners Jan 2020 - Jan 2021
    San Diego, California, United States
    Implementing good business practices and building strong personal connections is how I landed an internship at Tidemark Financial Partners. Upon completing the internship, I was hired on as a Registered Administrative Associate. In the office, I am providing administrative support, along with aiding the daily business operations of the Financial Consultants.Contributing and growing the culture of Tidemark is something I take great pride in because in turn, I want to reflect that and lay the foundation for my future financial planning practice.As a native San Diegan, I love to take advantage of the weather by going to the beach and engaging in all sorts of fitness activities. I also has a passion for wildlife conservation.
  • Lpl Financial
    Financial Consultant
    Lpl Financial Jan 2021 - Present
    San Diego, California, United States
    Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Tidemark LLC., a registered investment advisor and separate entity from LPL Financial. For hyperlinks for FINRA/SIPC, please refer to the ‘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. For a list of states in which I am registered to do business, please visit www.tidemarkfp.com
  • Ktw Foreman Services
    Sales Representative
    Ktw Foreman Services Oct 2015 - Nov 2020
    La Jolla, California
  • Extended School Services
    Program Aide
    Extended School Services Aug 2016 - Jul 2019

Jared Redfield Education Details

Frequently Asked Questions about Jared Redfield

What company does Jared Redfield work for?

Jared Redfield works for Tidemark Financial Partners

What is Jared Redfield's role at the current company?

Jared Redfield's current role is Financial Planning for Tech Employees & Business Owners!.

What is Jared Redfield's email address?

Jared Redfield's email address is ja****@****kfp.com

What schools did Jared Redfield attend?

Jared Redfield attended San Diego State University.

Who are Jared Redfield's colleagues?

Jared Redfield's colleagues are Giovanna Leyva, Tyler Abney, Cfp®, Aif®, Anthony Mclean, Cpfa® Cdfa®.

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