Jarrod’s career in the financial services industry began in 1997 and since then he has been striving to become the best financial planning resource he can be for his clients. Jarrod has worked with hundreds of clients over 17 years, and has been recognized as one of the top financial planners in the Philadelphia Metropolitan Area.
Jarrod realized that speaking with clients and prospective clients in plain English allowed him to provide personalized advice which could serve their long-term financial needs.
This has led him down a path of constant education and improvement. Over the years he has obtained the two most distinguished financial planning designations in the industry, these are the Chartered Financial Consultant (ChFC) and the CERTIFIED FINANCIAL PLANNER™ (CFP®). Both focus on developing comprehensive solutions to address clients financial needs.
Jarrod is also a VA Accredited Claims Agent and this allows him to assist Veterans and their families in obtaining accurate information about valuable Veteran’s benefits. This has allowed him to uniquely combine his experience in the financial services industry with expertise in Financial, Tax, and Veteran Benefit Planning.
Jarrod lives in Swarthmore PA and is married to his lovely wife Joanna and has three wonderful children Violet, Adeline, and Lincoln. Jarrod enjoys camping, hiking, and supporting Veteran causes.