Jared Sweeney

CFP^®

Client Advisor

Jared Sweeney

CFP^®

Client Advisor

“Do one thing every day that scares you.” - Eleanor Roosevelt

Role at Mission Wealth

As a Client Advisor for Mission Wealth, Jared counsels clients utilizing a multi-disciplinary approach to develop comprehensive solutions for their complex financial situations. He especially enjoys working alongside clients to guide them to their goals through both calm and turbulent times.

Jared learned from his first manager in the industry that when we advise clients from a fiduciary perspective - putting their needs above our own - we can change someone's life. After working in the financial industry for nearly two decades, Jared has partnered with many great clients, learned about their past, and helped chart the path to their future goals.

Contact Information

Team Location: Boston

Department:

Advisory Team

jsweeney@nullmissionwealth.com

(617) 227-4743

Professional Background

Jared started in the financial industry in 2006. His career began in New York City working for JPMorgan. After spending seven years in New York, he returned home to Boston. He has worked at both premier private banks and boutique family offices, drawing experiences from both.

Jared has a Bachelor of Science from Rensselaer Polytechnic Institute in Economics. In 2019, Jared earned the Certified Financial Planner (CFP®️) designation.

Credentials

Certified Financial Planner^®

To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP^® professionals must also complete continuing education programs each year to maintain their certification status.

Personal Pursuits

Jared grew up in the Boston area and now resides in Walpole with his wife and two kids. He enjoys exploring the New England outdoors and is an avid Boston sports fan.

Jared is involved in his local community as a volunteer coach for his kids' sports teams and was previously the Chairman of the Board for the BayState Learning Center in Dedham, Massachusetts.

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