Jared Virgadamo, CRPC®, CFS®
Wealth Manager
Jared has been in the financial services industry since 2023 and brings a disciplined, client-focused approach to his work, shaped in part by his service in the United States Marine Corps. He completed the Rice University CFP® Professional Education Program and is currently pursuing his Certified Financial Planner™ designation. He also holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Certified Fund Specialist® (CFS®) designations.
Jared is committed to providing clear, dependable guidance that helps clients align their financial decisions with their long-term goals and values. He enjoys building lasting relationships and supporting clients through each stage of their financial journey.
Outside of the office, Jared enjoys spending time with his wife and two energetic sons, playing board games, traveling, and a fair amount of wrestling. He believes that because money reflects our priorities and responsibilities, thoughtful financial planning can create a meaningful, lasting impact for individuals and families across generations.