Jared Friedman CFP®

Hello!

I’m a New Jersey Financial Planner and I’ve spent my entire career in financial services. I started on the insurance side and learned quickly that they were more interested in selling policies than helping people. So, I decided to go independent, to give proper advice, the proper way.

In 2011 I started my independent financial planning firm, Pro Financial Group LLC. That was a huge milestone and lead my path to 2018, where we changed our name to Redwood Financial Planning and partnered with an industry veteran.

We are a team of industry-leading CFP® professionals working with our clients on the same side of the table. We help our clients keep more of their hard-earned money, solve complex financial planning issues, and achieve financial freedom.

I’m a proud graduate of the Smeal College of Business at the Pennsylvania State University. Go State!

In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation – exemplifying my commitment to the highest standards of integrity and professionalism in the industry. I’m also a member of the Financial Planning Association.

When I’m not perfecting financial plans, you can find me traveling with my wife and two kids (Luke & Paige), walking our dog (Mumford) or still trying to master my slap shot on the hockey rink.

Our Approach

Discover

First, we take the time to learn about your goals, objectives and your current situation.

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Build

Second, we build your financial plan and outline all obstacles in your path today.

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Implement

Third, we  implement the appropriate strategies to help you reach success.

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Review

Fourth, we monitor your situation and help you stay on track.

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Let’s Explore Your Financial Situation Together.

Contact Us Today