Jared W. Knudsen, CFP®
Professional Qualifications & Licenses
- Certified Financial Planner™ Practitioner
- Securities Registrations – Series 6, 7, 63, and 66 held through LPL Financial
- Life & Health Insurance Licensed
Education
Brigham Young University
Bachelor of Arts, Social Science
Minor in Business Management
Jared brings more than 20 years of experience focused on retirement income strategy, Social Security planning, and tax-efficient distribution. He is known for translating complex retirement decisions into clear, actionable guidance.
He leads the firm’s Social Security and retirement distribution efforts and regularly conducts community workshops to help individuals make informed benefit decisions.
Outside the office, Jared coaches competitive youth soccer, enjoys Utah’s mountain biking trails, and values time with his wife, Stacey, their four children, and their Rhodesian Ridgeback, Louie — who occasionally believes he runs the household.