Jared P. Remesz CFP®, CWS®, AIF®
Co-Founder, Wealth Advisor
Jared is a co-founder, CERTIFIED FINANCIAL PLANNER™ (CFP®) at Bloomfield Hills Advisory. He helps individuals and families make sense of their money so they can feel more confident about retirement, taxes, investments, and the decisions that come during every stage of their lives.
Clients come to Jared when they want a clear plan and a straight answer. He takes a caring and all-encompassing approach, looking at investments, cash-flow, tax planning, estate considerations, and risk management. His goal is simple: help people stay organized, avoid costly mistakes, and make calculated decisions they can live with.
Jared has two decades of experience in financial services and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Wealth Strategist (CWS®), Accredited Investment Fiduciary (AIF®), and National Social Security Advisor (NSSA™) designations. He earned a bachelor’s degree in Finance from Walsh College, completed his CERTIFIED FINANCIAL PLANNER™ program from Northwestern University, and holds Series 7, Series 66, Life, and Variable licenses.
As a co-founder of BHA, Jared cares as much about how advice is delivered as he does about the plan itself. He is known for being direct, prepared, and easy to talk to. He also writes and speaks on planning topics because he believes people make better decisions when the process is explained in plain English.
Away from work, Jared spends time with his wife, Amanda, and their German Shepherds, Nosara and Telly. Hiking, mountain biking, golfing, grilling and learning photography, keeps him outdoors and remind him that a good plan should support a life you want to live.
