Jared Wilcox (CFP®, MBA, RICP®)
Jared Wilcox focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Jared joined Rodgers & Associates with nine years of experience working in the financial services industry. He began his career interning with Morgan Stanley Smith Barney, eventually moving into the role of a financial adviser with Vanguard. He finds helping people go after their personal and financial goals to be very rewarding. Working in his current role with the firm combines his interests of building relationships, strategy, coaching, and educating clients all in one. Jared believes navigating the change from work to retirement is challenging for many people. He wants to determine what is most important to clients to help them navigate the transition in a way that lines up with their values and vision.
Additional Information
Jared says the most fulfilling aspect of retirement planning is helping clients accomplish goals, impact others, and navigate the different phases of retirement. Since there are many complexities with retirement planning, Jared believes clients should work with a specialist in the field. When he is not helping clients navigate the phases of retirement, you will find him spending time with family and friends, playing golf, watching sports, or being part of his church family. Jared is married and has two daughters.
NAPFA Start Date
February 23, 2022
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