Jared Hoole

Personal Finance, Retirement, Investing
“Jared Hoole, President of Lakeside Financial Planning, believes that financial planning is an on-going process, founded first on honesty and trust.”

Lakeside Financial Planning

Job Title:



Jared Hoole is the President of Lakeside Financial Planning and a CERTIFIED FINANCIAL PLANNER™. He began his career in public accounting implementing tax planning strategies for multinational corporations. After nine years in corporate tax, Jared knew he wanted a more rewarding direction where he could use his financial skills to help people to reach their life goals. So in 2014, he decided to take the next step in his career and founded Lakeside Financial Planning. In addition to his CFP®, Jared holds a bachelor’s degree in finance and a master’s degree in taxation from Bentley University.

Jared lives in Windham, NH with his wife, Alisyn, their daughter, Carsyn, and son Brody. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared also loves spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.


MST, Taxation and Financial Planning, The Graduate School of Business at Bentley University
BS, Finance, Bentley University

Fee Structure:

Fee Only Retainer Model

CRD Number:


  • Lakeside Financial Planning - Advisor Insights
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May 2017
    Personal Finance, Starting Out
December 2016
    401(k), Retirement
October 2017
    401(k), IRAs, Retirement Plans, Retirement Savings
September 2017
    Personal Finance
October 2017
    Personal Finance

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How does an employer benefit from a 401(k) matching plan?
46% of people found this answer helpful

1. It's a good way to attract high end talent to your firm

2. Employer contributions are tax deductible to the employer

3. They are staying compliant with IRS regulations

December 2016
    IRAs, Starting Out
For a new college graduate with a good paying first job, do you recommend a Roth IRA or Traditional IRA?
38% of people found this answer helpful
September 2017
    Debt, Personal Finance, 401(k), Stocks
Should I pay down my mortgage with assets from 401(k), stocks and savings?
25% of people found this answer helpful
November 2017
    Personal Finance
What are some examples of common fringe benefits?
21% of people found this answer helpful
January 2017
    Investing, IRAs, Lifestage Based Planning
How diverse should I be with $5,000?
11% of people found this answer helpful
May 2017