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Jared Neven

Jared Neven

CFP®

Senior Advisor, Wealth

+1 (281) 990 3318

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Jared Neven is a senior wealth advisor 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 his expertise 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.

  • 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
  • Financial Planning Association
  • Texas Tech Personal Financial Planning Alumni Association

Location

Houston, TX

Education

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

Expertise

Disclosure

FINRA Broker Check

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by 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. © 2022 Baker Tilly Wealth Management, LLC