Jared Roskelley
Jared Roskelley, CFP® President
"When your values are clear, your decisions are easy." - Roy Disney
Advisors

Jared Roskelley, CFP® President & Director of Financial Planning, Jackson/Roskelley Wealth Advisors.
CERTIFIED FINANCIAL PLANNER™, professional

Jared Roskelley is an owner of Jackson/Roskelley Wealth Advisors, Inc with direct responsibility for the firm's financial planning. He consults with executives and business owners nationwide, specializing in retirement and estate planning. Prior to joining the firm, Jared worked with Cornerstone Financial Planning in Tempe, helping individuals and families experience the peace of achieving important financial goals. In his 15+ year career, Jared has developed a comprehensive 6-step process that is the foundation for Jackson Advisors' financial planning.

Jared is a CERTIFIED FINANCIAL PLANNER™ professional as well as a former board member of the Financial Planning Association (FPA). He has served as a personal wealth coach for Arizona Saves, a national non-profit organization dedicated to helping individuals and their families build wealth, not debt. Jared received his bachelor's degree in finance from Arizona State University with honors.

Jared volunteers with the Boy Scouts of America and was recently honored with admission to the Scoutmaster Hall of Fame plus the District Award of Merit. He and his wife Karlie live in Mesa and spend most of their time chasing their two children and their Boxer.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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