Jared Lea, CFP®
Jared is an advisor for Strategic Wealth Group and has worked for the firm since 2016. With a specialty in holistic financial planning and investment management, Jared supports clients in identifying and pursuing their retirement goals. His disciplined approach helps investors stay focused on their long-term goals without getting sidetracked by short-term noise and distractions.
Jared graduated from the University of Minnesota with a degree in Economics and a minor in Management. He is licensed in variable annuity insurance as well as life, accident, and health insurance. Jared earned his CERTIFIED FINANCIAL PLANNER™ from the University of St. Thomas and holds the Series 7 with LPL Financial and the Series 66 with LPL and Strategic Wealth Group.
With the goals of his clients as his guide, Jared provides holistic, individualized financial advice. He considers all of the implications that affect clients before and during retirement to help provide guidance in pursuit of their objectives. Jared and the team believe in a systematic investment process and analysis that helps their clients remain focused regardless of market conditions.
A member of FPA (Financial Planning Association), Jared currently lives in Minneapolis, Minnesota. He
enjoys reading, traveling and staying active.