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Our financial advice team


Jared Hoffman

Jared Hoffman

CFP®, CIMA®

Private Wealth Advisor

Managing Partner of
SkyCrest Financial Group
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies

Interests

My wife, Genevieve and I live in Upper Arlington with our daughter Claire & son Jacob. Genevieve is a practicing attorney, working part-time at a private practice specializing in insurance defense.

The family and I enjoy spending time together and traveling. In my spare time I like reading, mountain biking, and everything Ohio State football.

Genevieve is a wonderful cook, we enjoy visiting new restaurants and learning new recipes and wine pairings.

Awards & recognition

  • Ameriprise Circle of Success, 2016 - 2020
  • Forbes Top Next-Generation Wealth Advisors, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®

Education

  • Bachelor of Science in Business Administration, Fisher College of Business,The Ohio State University
  • The American College, Certified Financial Planner Education Requirements
  • The Wharton School of Business, University of Pennsylvania, Certified Investment Management Analyst

Community participation

Our toy drive is off to a great start!
Our toy drive is off to a great start!