• Firm: Lakeside Financial Planning
  • Job Title: President
  • Certifications: CFP®

Experience

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.

Education

Jared received his BS in finance from Bentley University and his MS in taxation and financial planning from the Graduate School of Business at Bentley University.

Quote from Jared Hoole

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