Jared M. Ravech
CFP®
Financial Advisor
CFP®
Financial Advisor
Jared Ravech serves as a financial advisor in Savant’s Westwood, Massachusetts, office. A CERTIFIED FINANCIAL PLANNER® professional, he is knowledgeable in many areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jared grew up immersed in the world of investments and financial services thanks to his father’s career, and that early exposure sparked his interest in helping individuals and families make thoughtful financial decisions.
A native of Needham, Massachusetts, Jared earned a bachelor’s degree in economics with a minor in finance from Tufts University in Somerville, Massachusetts, while also competing on the school’s golf team.
Jared began his career in 2023 when he joined Heritage Financial on the client service team. He advanced quickly, moving into a paraplanner role and then wealth advisor, partnering with wealth managers to lead client review meetings, respond to client inquiries, and coordinate with accountants, attorneys, and other professionals to align every part of a client’s financial life. He began working at Savant in 2026 when Heritage joined the firm.
When not in the office, Jared enjoys time with his family in Cape Cod, playing golf, and cheering on Boston sports teams.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.