Jared Neven

Director, CFP® · +1 (281) 990 3318

Jared Neven is a director with Baker Tilly Wealth Management, LLC. Jared is a member of the firm’s wealth management practice. He provides individuals, families, executives and business owners with expert advice in the areas of asset management and comprehensive financial planning. As a certified financial planner, Jared works to provide clarity and peace of mind for clients by creating customized investment solutions, as well as designing holistic financial planning solutions to meet client’s goals and objectives.

Experience

Works with individuals, families and business owners to develop and implement comprehensive financial plans
Creates and designs efficient and effective investment portfolios that utilize unique strategies to help ensure client’s goals and objectives are met
Coordinates recommendations and solutions to help clients address their business planning, investment management, retirement planning, estate planning, insurance and tax planning needs

Involvement

Financial Planning Association
Texas Tech Personal Financial Planning Alumni Association

Location

Texas

Education

Bachelor of Science, personal financial planning
Texas Tech University (Lubbock, Texas)

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is a wholly owned subsidiary of Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC