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.
He currently serves as the study group director for the National Association of Personal Financial Advisors (NAPFA) Massachusetts chapter where he organizes educational speakers and facilitates discussions with likeminded advisors. 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 patients of the Dana-Farber Cancer Institute. 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.