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Meet Jared VanDenBerg, CFP®

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(800) 444-1053

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About Jared

Jared provides comprehensive wealth management strategies to help people optimize their financial lives. As a financial adviser, he works closely with clients to make smart decisions that can help them reach their financial goals. His services include retirement and tax planning as well as investment portfolio advice.

Jared has earned the designation of CERTIFIED FINANCIAL PLANNER™. He received a BS in Finance with a concentration in Investing from Ferris State University.

Connect with Jared on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BS in Finance with a concentration in Investing from Ferris State University

ADVISER Q+A

What influenced your decision to join Advance Capital?

How would you describe Advance Capital’s culture?

Describe the importance of client education in your process.

Where do good solutions come from?

What does it take to be successful in your role?

FUN FACT!

Jared is a longtime outdoorsman, but his best day deer hunting was his very first day, when he was only 11 years old. He got an eight-point buck. Unfortunately, he has not been as lucky since. However, today he is more focused on teaching his son various outdoor activities, including hunting and his son’s personal favorite, fishing. Time will tell if he has better luck than his dad.