Jared Sweitzer, CFP®, AIF®, RFC, CRC®
Jared has known for quite some time that his calling was to help people with their financial decisions. He earned a bachelor's degree from Ohio State University with a specialization in family financial management. Shortly after graduating from Ohio State, Jared moved to Phoenix, Arizona, to begin his career as a financial planner. With more than a decade of investment experience, Jared has built his own financial planning practice and manages more than $140 million in client assets (as of August 2016).
Jared holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Investment Fiduciary® (AIF®), Registered Financial Consultant (RFC), and Certified Retirement Counselor® (CRC®)professional designations.
Jared was a regular contributor to Money Radio's Business for Breakfast with host Julie Dougherty, CFP® (November 2008–January 2016). Jared has participated on the opening panel of professionals at Money Radio's Financial Fest, and he has also appeared on Channel 12 News for a special market report.
As a member of Camelback Retirement Planners, Jared is able to provide competent, objective guidance and personalized service to his clients. As an Investment Adviser Representative of Commonwealth Financial Network®, the largest privately held independent broker/dealer in America, he has access to virtually unlimited investment resources and technology for his clients.
Jared and his wife, Erin, live in Paradise Valley with their daughters, Samantha and Alexa. In his free time, Jared enjoys spending time with his family, watching sports of any kind, playing volleyball, and hiking Arizona's many mountains and trails.
Jared Robert Sweitzer is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places him among the top 29 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
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CFP®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.
Susan joined Camelback Retirement Planners in October 2015. As a registered assistant, Susan works closely with Julie and Jared to help ensure that clients receive excellent customer service. She handles service calls and works diligently to assure all client matters are handled efficiently.
Susan has been working in the financial service industry for more than 15 years. She is a graduate of Iowa State University with a BS in finance and minor in accounting. Susan holds FINRA Series 7, 24, and 66 securities registration through Commonwealth Financial Network®. Additionally, she is an Arizona Notary Public and holds her Arizona Life and Health Insurance license.
Susan and her husband, Mike, live in Phoenix with their sons, Sam and Ben. In her free time, Susan enjoys watching her sons sporting events and traveling.