Jared Lewis AIF®, CFP®, CPFA
Jared Lewis is an equity partner of Irongate Capital Advisors. As a CERTIFIED FINANCIAL PLANNER™ Professional, Jared's practice focuses on financial planning and investment advisory services for families, corporations and qualified retirement plans. Through a consultative process, he helps his clients address their biggest concerns: growing and preserving their wealth, retirement, mitigating taxes, and taking care of their heirs.
Areas of focus include private client financial planning, cash flow modeling and retirement income strategies, investment selection and portfolio management, tax strategies*, 401k and other employer sponsored retirement plans, and risk management.
In addition to obtaining his CFP® certification, he also earned the AIF® Accredited Investment Fiduciary® certification, certifying specialized knowledge of fiduciary standards of care and their application to the investment management process. He also holds the Certified Plan Fiduciary Advisor (CPFA) credential demonstrating his expertise, experience and commitment to working with retirement plans.
Jared is a graduate of the R.B. Pamplin College of Business at Virginia Tech. He earned a degree in Finance with a focus on Financial Planning through a CFP® Board Registered Certification Program. During his time there he also participated in the Leadership Program.
*This should not be considered as tax advice. Consult a qualified tax professional regarding your individual situation.