Jared Weinerman, Chfc® Email and Phone Number
Jared Weinerman, Chfc® work email
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Jared Weinerman, Chfc® personal email
Jared Weinerman, Chfc® phone numbers
Jared and his team empower individuals, families, and business owners to make informed decisions with their money. Using a comprehensive planning process, Jared defines personal objectives, develops customized solutions, and recommends reliable strategies to impact the financial security of his clients.His specializations include investment allocation, insurance analysis, estate planning strategies, and tax reduction opportunity.As a second-generation financial planner, Jared follows in the footsteps of his father, Rick who has over 35 years of experience in the industry. Growing up, he was inspired by the impact his father made on his community by helping others. Jared strives to make a significant difference in people’s lives by building long-term relationships and keeping his clients’ best interests first.In 2022, Jared was one of 14 participants chosen to attend Osaic FA’s Vice President’s Seminar. He is a participant in the “invite-only” High Net Worth Planning Meeting as one of ten “up and comers.” As a member of the Legacy program, Jared takes part in The Resource Group (TRG), an internal invitation-only, nationwide network of the top planners within Osaic FA.Jared is a Chartered Financial Consultant® and is currently working towards CFP® certification. He holds the Series 7 and 66 registrations, and is licensed to provide life and health insurance planning and products. He is a graduate of the University of Michigan and resides in Bloomfield Hills, Michigan with his wife Amy. Jared prioritizes giving back to others and is a frequent speaker to alumni groups and professional organizations around the country. He is also an active traveler who has visited 33 countries around the world. In his free time, he enjoys analyzing sports data and innovative technology trends.
Impact Financial Planning
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Financial Planner, PartnerImpact Financial Planning Sep 2023 - PresentSouthfield, Michigan, Us
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Financial PlannerOsaic Fa Jan 2020 - PresentRadnor, Pa, UsSecurities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CA Insurance License # 4046932. Branch Address: 8755 W. Higgins Rd., Suite 200, Chicago, IL 60631. Branch Phone: 773-693-6100 -
Financial Planning ManagerShallcross Financial Planning Feb 2018 - Jan 2020
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Senior Project Manager, Software Delivery ManagerProductive Edge Oct 2015 - Feb 2018Chicago, Illinois, Us -
Business AnalystProductive Edge Oct 2014 - Oct 2015Chicago, Illinois, Us
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Associate ProducerHelloworld, Inc. Feb 2014 - Sep 2014Southfield, Mi, Us -
Project CoordinatorHelloworld, Inc. May 2012 - Feb 2014Southfield, Mi, Us
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Marketing InternSummit Sports, Llc Jun 2011 - Aug 2011Sylvan Lake, Michigan, Us -
Facility Management InternYost Ice Arena Sep 2010 - Dec 2010Ann Arbor, Michigan, Us -
Community Relations InternDetroit Red Wings Jul 2010 - Sep 2010Detroit, Michigan, Us -
Financial Planning InternLincoln Financial Group May 2009 - Sep 2009Radnor, Pa, Us
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CounselorCamp Tanuga Jun 2007 - Aug 2009 -
Private Tutor And FounderJw Tutoring Services Oct 2006 - Jun 2008
Jared Weinerman, Chfc® Skills
Jared Weinerman, Chfc® Education Details
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University Of MichiganSport Management -
Anglo-American University, PragueBusiness Administration
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West Bloomfield High School
Frequently Asked Questions about Jared Weinerman, Chfc®
What company does Jared Weinerman, Chfc® work for?
Jared Weinerman, Chfc® works for Impact Financial Planning
What is Jared Weinerman, Chfc®'s role at the current company?
Jared Weinerman, Chfc®'s current role is Financial Planner, Partner at Impact Financial Planning | ChFC® | CFP® Candidate.
What is Jared Weinerman, Chfc®'s email address?
Jared Weinerman, Chfc®'s email address is jw****@****ich.edu
What is Jared Weinerman, Chfc®'s direct phone number?
Jared Weinerman, Chfc®'s direct phone number is +1 248-543*****
What schools did Jared Weinerman, Chfc® attend?
Jared Weinerman, Chfc® attended University Of Michigan, Anglo-American University, Prague, West Bloomfield High School.
What are some of Jared Weinerman, Chfc®'s interests?
Jared Weinerman, Chfc® has interest in Business Administration, Business Strategy, Sport Management, Entrepreneurship, Venture Capitalism, Business Development, Consulting, Innovative Technology, Investments, Marketing.
What skills is Jared Weinerman, Chfc® known for?
Jared Weinerman, Chfc® has skills like Social Media, Marketing, Project Management, Advertising, Business Analysis, Team Management, Seo, Agile Methodologies, Scrum, Digital Marketing, Management, Interactive Marketing.
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