I’m Jared, a CERTIFIED FINANCIAL PLANNER® practitioner based in Irvine, California.
After many years of working for several large wealth management firms as well as time at a private hedge fund that managed the money of some of the wealthiest families in the country, I recognized there was a major flaw in the system. They weren't designed to put the client first.
In fact, many of the professionals I've met in my career claimed to be financial advisors but were actually brokers in disguise--putting the interests of their employers and themselves well above the interests of the clients they served.
Not wanting to be part of that system, I decided to leave my sales commissions and incentive bonuses to become a pure fiduciary financial advisor. This led me to found Ascent Wealth Advisors, a Registered Investment Advisor (RIA) firm, in 2017.
Today, we help people prepare for retirement, by implementing a unique and custom tailored financial planning process combined with institutional quality wealth management.
Hi, my name is Wilson and I'm a ____. My financial journey began when my mother asked me to help manage our family finances during college. I quickly realized my own financial illiteracy and began to immerse myself in the world of finance by reading numerous books, attending community workshops, and browsing various forums and blogs.
Unfortunately, I noticed that nobody was teaching personal finance and loan management strategies for advanced practice providers. Healthcare professionals are all required to get continuing medical education. However, continuing financial education is not part of that requirement, but is just as important. Because of this, I took it upon my self to educate myself so that I could help others in the advance practice providers community in need of financial education.