Jarrod is committed to helping high net worth individuals and families make confident decisions through life’s most pivotal financial moments. Since beginning his career in 2016, he has built nearly a decade of experience developing thoughtful, strategic financial plans tailored to each client’s unique goals and circumstances. 

His passion for financial planning is rooted in personal experience. Growing up, he witnessed how financial decisions can shape a family’s future, both positively and negatively. That perspective continues to drive his dedication to guiding clients through complex decisions with clarity, care, and purpose. 

He holds a Bachelor of Business Administration with a concentration in Management from California State University, San Bernardino and is a CERTIFIED FINANCIAL PLANNER™ professional. 

Outside of the office, Jarrod enjoys hiking, walks by the lake, going to the beach, and cooking.