Jared R. Oates
CFP®
Financial Advisor
My goal is to help simplify the complex and empower clients to make confident, informed financial decisions at every stage of life.
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Education &
Jared is a financial advisor is Savant’s Naperville, IL office. He is passionate about helping people pursue their ideal futures.
As a CERTIFIED FINANCIAL PLANNER® professional, Jared is knowledgeable in all 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 has been involved in the financial services industry since 2022. Prior to joining Savant, he completed an internship with an advisory firm in Chicago.
Jared earned a bachelor of science degree with highest honors in finance with a minor in marketing from Trinity Christian College, where he was a captain of the basketball team.
Jared enjoys playing in pick-up basketball leagues in the Chicagoland area, playing golf, weightlifting, hiking, and being outdoors.
Education &
Designations
- Trinity Christian College
Bachelor of Science with highest honors in Finance, minor in Marketing - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.