Jared Sweeney, Cfp® Email & Phone Number

As a Senior Wealth Advisor at Mission Wealth, I utilize a multi-disciplinary approach to develop comprehensive solutions for my clients' complex financial situations. I am passionate about working alongside my clients to guide them to their goals, whether they are facing calm or turbulent times.With nearly two decades of experience in the financial industry, I have partnered with many great families, learned about their goals, and helped chart the path to their future financial journey. I am proud to advise my clients from a fiduciary perspective, always putting their needs above our own, and helping to change their lives in the process.My expertise lies in developing customized solutions for complex financial situations, including retirement planning, tax planning, investment management, and risk management. I am skilled at guiding clients through major life events such as the sale of a business, inheritance, and divorce, and helping them navigate the nuances of concentrated stock positions.My approach to financial planning is centered around my clients' unique goals and circumstances. I believe in creating long-term relationships based on trust, transparency, and open communication, and work tirelessly to help my clients achieve their financial goals.If you're interested in learning more about how I can help you achieve your financial goals, please connect with me on LinkedIn or visit my website.

Listed skills include Investments, Financial Analysis, Portfolio Management, Financial Services, and 4 others.