Jared Wold
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Latest Activity

Jared Wold might attend Newell Cheatheam's event

InHoston Katy Premier Business Professoinal Networking Mixer at Trios Latin Grill

April 14, 2015 from 4pm to 7pm
InHouston Katy Premier Business Professoinal Networking Mixer invites area business persons and companys to come to a great networking event to build business relationships and grow your business in #West Hoiuston and #Katy Area.. Donate a door prize and promote your business talking about 2 minutes to the group. See More
Apr 10, 2015
Jared Wold might attend Eric Standlee's event

April 2015 InHouston Uptown Park Open Business Mixer at Tasting Room Uptown Park

April 8, 2015 from 2pm to 8pm
Event Sponsor:Cafe MonteverdeCome out and support our sponsor and the non-profit sponsor as well:Charity CupJust remember to reach your goals, it is about how many more people you can help reach their goals.I am really looking forward to seeing my closest 300-400 friends this Wednesday at Uptown Park.Please invite 10 friends…See More
Mar 13, 2015
Jared Wold is now a member of InHouston
Mar 12, 2015

Profile Information

How did you hear about this site InHouston?
Wealth/Financial Advising
Niche (Services/Products your company provides:)
For You and Your Family...
-Traditional and Roth IRA's
-Stocks, Bonds, and Mutual Funds*
-Estate Planning+
-Tax Strategies+
-Retirement Strategies
-Life, Disability, and Long Term Care Insurance
-Individual and Group Health Insurance
-Education Cost Strategies
-General Asset Protection Concepts+
-Basic Income Protection Strategies+
-Association with business professionals
such as attorneys, CPA's and financial institutions

For Your Business...
- 401(k) Plans
- Executive Compensation Strategies
- Employee Benefit Programs
- Buy/Sell Funding
- Business Insurance Strategies
- Business Succession Strategies
- Financial Strategies*
- Tax Strategies+
- Business Solutions and Growth Strategies*
- Association with business professionals such as attorneys, CPA's and financial institutions
About Me:
I am originally from South Dakota, where I spent the first 19 years of my life. I grew up playing hockey and golf actively and still do today. After high school, I went to New Mexico State University where I majored in Business Marketing and also graduated from their PGA Golf Management program as a PGA Teaching Professional.

I seek to help clients with each of their financial conditions and personalize my service to develop and maintain a tailored financial strategy. Working with a team of financial professionals and support staff, I stand ready to provide suitable strategies and consistent service that best reflect the interests of my clients.
City, State
Area of Houston
Open Networker?
Servant Leader, Give It First Networker?
not sure
Have Attended Live InHouston Netweaving Events (ever):
Perfect Client
Considering that our services are tailored to a wide variety of individuals and businesses, it is hard to put a particular description to what a perfect client looks like; however, I prefer to work with quality individuals that are dedicated hard workers and are open to ideas and receiving advice.
Target Market(s)
I have found through my carrier as a PGA Teaching Professional that I work fairly well with Engineers due to their ability to comprehend various concepts to an in-depth degree. With that being said, diversity is a key concept with any business, and I enjoy having the opportunity of working with a wide variety of people.

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