Jared is a Financial Consultant and Investment Manager at Moffat Financial Group. He also oversees retirement plan design and co-manages all in-house investment portfolios. He began his career while in school working with Strategies Financial Group. After receiving his B.S. in Business Management, Finance from Utah Valley University in 2003, he worked with Bank of America’s investment advisor division. In 2008, he joined Moffat Financial Group. He had known Clark Moffat since 2000 when he asked Clark’s daughter Michelle to marry him – obviously she said yes. Jared enjoys working side-by-side with a true financial professional like Clark and in an environment where the client truly comes first.
With over a decade experience consulting clients, Jared’s passion is working with small business owners and individuals to construct a comprehensive plan that addresses the items most important to them. He seeks to understand what is most significant to each client and then tailors financial solutions to best address their needs.
“One of the luxuries of being with a small, flexible, and proactive firm — instead of a large institution — is that I’m able to take a personal and targeted approach with clients as opposed to following a pre-determined formula. This is vital for unique clients who don’t fit a ‘one size fits all’ firm mentality,” Jared states.
Jared is married to Michelle, and together they are raising their three energetic boys. Jared and his family enjoy camping, going to the beach, participating in sporting events, mountain biking, hiking, home improvement projects, and being together. For over a decade Jared has been very involved in Boy Scouts of America, where he helps many young men achieve their Eagle Scout awards. His leadership has won multiple nationally-recognized awards for his troop. Recently, Jared and Michelle have become very active in breast cancer awareness and now participate regularly in events that support this very worthy cause.
For a complimentary consultation or to find out more about what Jared does, you can reach him at 760.731.0489.
Kids Dental Care – Kids dental Care
It is our mission to provide the best dental experience for your child.
What Makes Us Different?
-Laser Technology Eliminates need for Needles.
-We offer Laser Dentistry, eliminating shots.
-Parents can accompany their children into all areas
-We do NOT use a papoose board.
-We offer in house general anesthesia.
Solana Ridge Apartments – Solana Ridge
Experience Solana Ridge Apartments – A community committed to keeping up with YOU! As a result, we are making some exciting improvements. Currently we are upgrading the resident homes modern interior finishes. Centrally situated in Temecula, CA our location is unbeatable, our floor-plans are functional and our amenities are top-notch. Everything you want in one place. Discover the NEW Solana Ridge Apartments.
Enagic Kangen Water – Jake Gonzalez – Enagic Kangen Water
The overall goal of the IAM movement is to get these life altering devices not only into every household on the planet, but also places in the world where the idea of good clean water is a real issue.
8bit Brewing Company – 8bit Brewery
This not-yet-open brewery will be a new hotspot in Murrieta. Located at 26755 Jefferson Avenue, the brewery will have a variety of brews and delicious food. Opening soon, this is not something to dismiss.
Envoy Mortgage – Jason Perrot – Envoy Mortgage
Envoy Mortgage is a Direct Lender with Fannie Mae and Freddie Mac. We are a full-service mortgage bank that offers in-house expertise that ensures an accurate, faster closing process because each step occurs in-house including processing, underwriting, closing, funding and servicing. The Envoy Mortgage Team is committed to providing clients with the highest quality home loans combined with the highest level of service with some of the lowest mortgage rates available.
Valley Young Professionals is now offering package sponsorships, to give you more bang for your buck! Most of our partners, sponsor more than one or 2 events throughout the year. This offers more to you for less.
Become a “Partner Sponsor” and be part of every VYP event throughout the year, which includes 21 events. Be represented permanently on our website for the 2014 year.
Become a “Professional VYP Sponsor” and be part of 11 VYP events throughout the year. Receive free entry for you and your guests to 6 Mixers, 2 Speed Networking and 3 Educational Events that you will be sponsoring.
*Individual event sponsorships are still available
Thank you VYP Team for being part of the Susan G Komen
Race for the Cure Event!