Castle Pines - Jared M. Sosa
LPL Investment Advisor Representative
Jared Sosa is an LPL Investment Advisor Representative has been dedicated to his growth and serving others in the financial industry since 2000. His passion for helping others grew while being in the mortgage industry and seeing how unprepared many Americans were to properly protect their families and save for their futures. In 2004, he shifted his focus to educating and helping people to reach more of their life goals, and he does this by providing a custom financial and wealth strategies along with regular check-ups.
Jared believes that a successful financial or wealth strategy is more than just helping with one's investments, he looks at the overall view with his clients by incorporating life, disability, and long-term care insurance to go along with retirement planning, college planning, tax strategies, and estate planning.
Jared lives has lived in Colorado since 1990 and attended the University of Colorado at Denver where he earned his undergraduate degree in Business Administration with an emphasis in Finance and International Business. He is married with two children, and enjoys hiking, fly fishing, snowboarding, and traveling abroad.