Jared P. Remesz CFP®, CWS®, AIF®
Jared is a highly accomplished CERTIFIED FINANCIAL PLANNER™ (CFP®) and co-founder of Bloomfield Hills Advisory. With nearly two decades of experience in the financial services industry, Jared has established himself as a trusted advisor and an established expert in the field of financial planning. Jared's passion for finance and his unwavering commitment to helping individuals and families achieve their financial goals have been the driving forces behind his successful career.
He holds a Bachelor's degree in Finance from Walsh College and has obtained the rigorous CFP® designation, demonstrating his deep understanding of financial planning principles and his dedication to upholding the highest standards of professionalism and fiduciary duties. Most recently, he was featured on AdvisorHub as one of the “Top 100 Solo Advisors” to watch in 2023. He holds his Series 7, Series 66, Life and Variable licenses. In addition to these accomplishments, Jared actively holds certifications as a National Social Security Advisor (NSSA™), Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary (AIF®).
As one of the founders of Bloomfield Hills Advisory, Jared has built a reputation for providing personalized and comprehensive financial planning services to his clients. He believes in taking a holistic approach to financial planning, considering each client's unique circumstances, goals, and aspirations. Through careful analysis and strategic guidance, Jared helps his clients navigate the complex financial landscape, offering tailored solutions that align with their long-term objectives. Jared's expertise covers a wide range of financial areas, including investment management, retirement planning, tax planning, estate planning, and risk management. He stays informed of the latest industry trends and regulatory changes, ensuring that his clients receive the most up-to-date advice and recommendations.
Beyond his professional achievements, Jared is known for his unwavering integrity, genuine empathy, exceptional communication skills, and positive impact in the lives of those he serves. Jared's dedication to his clients' financial well-being is evident in the long-lasting partnerships and trust he has forged over the years. In addition to his client-centric work, Jared is actively involved in his community and participates in various financial education initiatives. He is a sought-after speaker, sharing his knowledge and insights at financial workshops, and contributes to articles for financial publications, aiming to educate and empower individuals to make informed financial decisions.
When Jared is away from work, he enjoys living an active lifestyle and spending quality time with his family and friends. Jared is avid at hiking our nation’s tallest peaks, mountain biking, skiing, tennis, learning photography, and bringing his German Shepherd, Nosara, along for the adventures.
