Jared Motzenbecker CFP®, CMT, CPWA®
Director of Wealth Services, Chief Investment Officer
Jared Motzenbecker is a Certified Financial Planner™ practitioner, Chartered Market Technician, and Certified Private Wealth Advisor® professional.
He has been in the Financial Services industry for more than 15 years and brings extensive knowledge in Financial Planning, Family Dynamics, Estate Optimization, and Investment Portfolio Management. Jared has been featured as a Keynote speaker across Florida on topics covering Estate and Retirement Planning, Family Dynamics, and Behavioral Finance.
He earned his bachelor’s degree from the University of Florida, studied financial planning at The University of Georgia Terry School of Business, and Wealth Management Theory and Practice at Yale School of Management. Jared is a graduate of Leadership Sarasota, class of 2022, and is an active Rotarian.
Jared offers a fully personalized concierge Wealth Planning engagement to his clients. His unique approach to Wealth Planning incorporates proven research in personality type and behavioral finance. Combined with innovative financial planning tools, Jared guides individuals and families to make more informed, satisfying decisions.
He believes that having a better understanding of yourself and what drives your decisions, combined with education and coaching around behavioral finance, allows clients to make more informed decisions, achieve better outcomes, and lead more fulfilling lives.
Jared was raised in Venice, FL, and lives in Sarasota. In his free time, he enjoys fishing, sailing, hiking, reading, and laughing out loud with his family.