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Jared Hoole, CFP® Photo

Jared Hoole, CFP®

Jared Hoole is the President of Lakeside Financial Planning and a CERTIFIED FINANCIAL PLANNER™. He began his career in public accounting implementing tax planning strategies for multinational corporations. After nine years in corporate tax, Jared knew he wanted a more rewarding direction where he could use his financial skills to help people to reach their life goals. So in 2014, he decided to take the next step in his career and founded Lakeside Financial Planning.

In 2022, Jared was named among the Top 50 Solo Practices to Watch by AdvisorHub. He has been featured in the Wall Street Journal, Kiplinger, and WealthManagement.com. Jared served as the study group director for the National Association of Personal Financial Advisors (NAPFA) Massachusetts chapter from 2019 - 2022 where he organized educational speakers and facilitated discussions with likeminded advisors. While no longer leading the group, he remains an active participant. In addition to his CFP®, Jared holds a bachelor's degree in finance and a master's degree in taxation from Bentley University. 

Jared lives in Windham, NH with his wife, Alisyn, their daughter, Carsyn, and son Brody. When he's not spending time with his family, Jared enjoys helping others and participates in a pro bono coaching program for disabled veterans and their families via the Building Home for Heroes Program. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared also loves spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.