Jared is a Financial Consultant and Investment Manager at Moffat Financial Group. He also oversees retirement plan design and co-manages all in-house investment portfolios. He began his career while in school working with Strategies Financial Group. After receiving his B.S. in Business Management, Finance from Utah Valley University in 2003, he worked with Bank of America’s investment advisor division. In 2008, he joined Moffat Financial Group. He had known Clark Moffat since 2000 when he asked Clark’s daughter Michelle to marry him – obviously she said yes. Jared enjoys working side-by-side with a true financial professional like Clark and in an environment where the client truly comes first.
With over a decade experience consulting clients, Jared’s passion is working with small business owners and individuals to construct a comprehensive plan that addresses the items most important to them. He seeks to understand what is most significant to each client and then tailors financial solutions to best address their needs.
“One of the luxuries of being with a small, flexible, and proactive firm — instead of a large institution — is that I’m able to take a personal and targeted approach with clients as opposed to following a pre-determined formula. This is vital for unique clients who don’t fit a ‘one size fits all’ firm mentality,” Jared states.
Jared is married to Michelle, and together they are raising their three energetic boys. Jared and his family enjoy camping, going to the beach, participating in sporting events, mountain biking, hiking, home improvement projects, and being together. For over a decade Jared has been very involved in Boy Scouts of America, where he helps many young men achieve their Eagle Scout awards. His leadership has won multiple nationally-recognized awards for his troop. Recently, Jared and Michelle have become very active in breast cancer awareness and now participate regularly in events that support this very worthy cause.
For a complimentary consultation or to find out more about what Jared does, you can reach him at 760.731.0489.
Envoy Mortgage – Jason Perrot – Envoy Mortgage
Envoy Mortgage is a Direct Lender with Fannie Mae and Freddie Mac. We are a full-service mortgage bank that offers in-house expertise that ensures an accurate, faster closing process because each step occurs in-house including processing, underwriting, closing, funding and servicing. The Envoy Mortgage Team is committed to providing clients with the highest quality home loans combined with the highest level of service with some of the lowest mortgage rates available.
Heritage Escrow – www.heritageescrow.com
The Heritage Escrow Company continues its proud tradition of escrow service throughout Southern California. Our clients can be assured that our high standard of care and professionalism remains unchanged. We put our clients’ interests first – every time. We understand and anticipate the needs of our customers, and our escrow experts ensure the success of your transaction. In today’s economic climate, it is more important than ever to trust an escrow company which can deliver the safety, security, and professionalism that can only be learned by experience.
Rodney Leisle – Clean Power Engineering – Clean Power Engineering
Valley Young Professionals is now offering package sponsorships, to give you more bang for your buck! Most of our partners, sponsor more than one or 2 events throughout the year. This offers more to you for less.
Become a “Partner Sponsor” and be part of every VYP event throughout the year, which includes 21 events. Be represented permanently on our website for the 2014 year.
Become a “Professional VYP Sponsor” and be part of 11 VYP events throughout the year. Receive free entry for you and your guests to 6 Mixers, 2 Speed Networking and 3 Educational Events that you will be sponsoring.
*Individual event sponsorships are still available
Thank you VYP Team for being part of the Susan G Komen
Race for the Cure Event!