Return to Team Page

Jared Cox, CFP®

Jared grew up in small-town Minerva, Ohio, and earned a degree from the University of Akron in Business Administration, focusing on Financial Planning. He has since earned both the CFP® and ChFC® designations and hopes to continue learning and building his knowledge base related to Financial Planning and life in general.

How would you describe yourself in one sentence?
I would describe myself as a lifelong learner that’s always seeking my next pursuit.

What is something most don’t know about you?
I have over 300 board games in my collection.

What do you do in your free time?
Board Games, Video Games, Wordle

What are your wardrobe constants?
Give me a t-shirt and jeans and I’ll be content.

What is something interesting someone has said about you?
I have been referred to as Michael Kitces Junior (and have the blue shirt to match!).

What are you proud of? 
I am proud of being a go-to person for financial planning advice both professionally and in my personal life.

16 Personalities Profile: Virtuoso – ISTP-A