Summary

• Jared became a fiduciary advisor after starting his own firm in 2017.
• He is the former President of the Financial Planning Association of Orange County.
• Has been included in numerous podcasts and articles, including CNN Money, and NerdWallet.
• Jared hosts the "For The Wealth of It" podcast, where he talks about everything money.

Experience

Jared began his career at several insurance bro🐽ker-𝓰dealer firms, primarily selling commission-based products. To better serve his clients in a fiduciary capacity, he left his job to establish his own Registered Investment Advisor company Sedai Wealth, which operates as a fee-only firm.

Before starting his firm, Jared was a portfolio analyst at a hedge fund. Alongside managing his practice, he has volunteered extensively with the Financial Planning Ass🧸ociation. He also served as President of the Orange County chapter, organizing events for other CFPs and offering pro-bono services to his local community.

Jared has been featured in numerous podcasts and articles, including CNN Money, and NerdWallet. He is also the host of the "For The Wealth of It" podcast.

Education

Jared received his Bachelor of Arts in🦩 Business Economics from the University of California, Irvine and earned his Executive Certificate of Financial Planning at Pepperdine University, Graziad♉io School of Business.