Jared B. Weinerman, ChFC®, BFA™

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.

Over the years, Jared has been awarded as a Five Star Wealth Manager*, 36 Under 36: Changemakers Shaping Detroit**, and was featured in a cover article by Morningstar. He is an active member of The Resource Group, an “invite-only” study group for the top financial planners at Osaic, attends the “invite-only” High Net Worth Symposium, and was one of only 14 participants chosen to attend Osaic’s 2022 Vice President’s Seminar.

Jared is a Chartered Financial Consultant®, Behavioral Financial Advisor™, and is currently working towards CFP® certification. He holds the Series 7 and 66 registrations, and is licensed to provide life and health insurance solutions. Jared is a graduate of the University of Michigan and resides in Bloomfield Hills, Michigan with his wife Amy and daughter Riley. He prioritizes giving back to others and is a frequent speaker to alumni groups and professional organizations around the country. In his free time, Jared enjoys traveling, staying active, analyzing sports data, and keeping up with innovative technology trends.

*For more information, please visit https://t.ly/u2J-w.
**For more information, please visit https://t.ly/ejm3Z.