Jared Martin
Associate
Jared joined us as an intern in 2022 when he was finishing his undergraduate degree at California Lutheran. Jared works with Pete on portfolio management, rebalancing, research and assists in client meetings. Jared has significant experience with technology and plays a critical role in maintaining our compliance program. Additionally, Jared serves as the president of the Financial Planning Association of Ventura County, a non-profit organization focusing on continuing education for financial professionals and community outreach.
For more from Jared, check out his LinkedIn.