Jared W. Knudsen, CFP®

Professional Qualifications & Licenses

  • Certified Financial Planner™ practitioner
  • Financial Services Specialist (FSS)
  • Series 7
  • Series 6
  • Series 66
  • Series 63
  • Life & Health License

Education

  • Brigham Young University
    B.A.: Social Science 
    Minor: Business Management

Jared Knudsen, CFP®
Jared W. Knudsen joined CORE Financial, Inc. as a partner in 2012 after returning home to Utah from Las Vegas, where he built a successful financial planning practice over the prior seven years.  Jared specializes in fixed investments, insurance planning, estate and charitable giving solutions and enjoys using his knowledge to help families and organizations plan for their future while minimizing the devastating effects of improper planning, wealth erosion and investment uncertainty.

Jared attended Brigham Young University and earned his Bachelor’s Degree in Social Science with a Minor in Business Management.  Jared is currently involved with various professional and non-profit organizations in Salt Lake and Utah Counties, including the National Association of Insurance and Financial Advisers (NAIFA) and the Society of Financial Service Professionals (FSP).  He is also is a member of the BYU Alumni Association and Management Society.

Areas of Emphasis

  • Life Insurance Strategies
  • Fixed Investments
  • Estate Maximization
  • Charitable Giving Strategies

Jared married his college sweetheart, Stacey, and they’re the proud parents of their son Carter.  Jared enjoys college athletics, mountain biking, golfing, snowboarding and playing the piano with his family.