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Jared Rothbard
Creating financial confidence and more security around your family's finances.
Professional Background
Jared Rothbard is a dedicated and knowledgeable financial advisor at Certified Financial Services, where he focuses on helping clients achieve their financial goals while addressing their concerns. With a profound understanding of financial strategies, Jared emphasizes building comprehensive and tailored plans that enhance the efficacy of every dollar a client spends. He believes in a holistic approach to financial wellness, ensuring that all decisions are interrelated and contribute to a greater sense of financial confidence.
At Certified Financial Services, Jared utilizes a unique financial modeling process to organize client information systematically. This organization allows him to develop efficient financial strategies that protect clients' assets, improve their tax planning for both current and future needs, and give clients greater control over their financial landscape. His commitment to improving financial outcomes enables clients to focus on their goals without the stress of financial uncertainty.
Education and Achievements
Jared began his educational journey at Bridgewater-Raritan High School, where he laid the foundation for his academic excellence and passion for finance. He furthered his education by pursuing a Bachelor of Science degree in Business and Finance at the University of Connecticut School of Business. This robust academic background has equipped him with the critical skills necessary to navigate the complexities of financial advising and develop effective strategies for his clients.
Through his education and professional experience, Jared has honed his skills in fiscal management, strategic planning, and client-focused financial services – all pivotal in helping individuals and families secure their financial futures. His continuous pursuit of knowledge and improvement is evident in his approach to financial advising, emphasizing the importance of being well-rounded in today's fast-changing economic environment.
Personal Interests
Outside of his professional commitments, Jared enjoys spending quality time with his family, celebrating life's moments together. Some of his favorite activities include heading to the beach, where he can unwind and recharge, or watching sports, reflecting his passion for competitive games. Additionally, Jared is an avid sports enthusiast who enjoys playing golf and basketball, allowing him to maintain a balanced and active lifestyle. This blend of personal interests enriches his life and strengthens his connections with clients, making him relatable and approachable.
Achievements
Jared's commitment to his clients and the craft of financial advising is apparent in his achievements throughout his career. He is highly regarded for his ability to simplify intricate financial concepts, making them accessible and understandable for his clients. His dedication to ensuring clients make informed decisions has earned him a respected reputation in the industry. Additionally, Jared continuously seeks professional development opportunities, staying informed about market trends and changes in financial regulations to provide the most reliable advice and guidance possible.
Overall, Jared is passionate about empowering his clients through informed financial planning. His professional background, educational foundation, and enthusiasm for helping families secure their financial futures position him as a leader in the financial advising domain.
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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