Jared Andreoli, CFP®, CSLP® Simplicity Financial LLC

About Jared Andreoli, CFP®, CSLP®

Hi, I’m Jared Andreoli, CFP®, CSLP®, and I launched Simplicity Financial in 2017. As a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®), I work with young professionals and small business owners to develop a financial road map to achieve their goals.

I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me.

After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.

Since then, I have worked with individuals, families, and business owners to align their personal values with their financial goals. Whether it be buying a house, paying off student loans, establishing a retirement plan, or planning for a growing family, I work with my clients to identify their financial picture and develop a road map to navigate their success. I am also a small business owner, so I understand first hand the financial nuances of owning and managing a business. I strive to work with business owners to help them not only grow their business, but also balance this with achieving their personal aspirations.

I am based out of Milwaukee, Wisconsin, but I utilize technologies to accommodate clients from all over the country. I meet with clients via in person meetings, telephone calls, or video conferences. I understand that my clients have busy lives and hectic schedules, so I have developed a flexible schedule and various forms of communications to meet the needs of my clients without being limited by location or time constraints.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Gen Y/Millennials
  • Medical Professionals
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $1200+/engagement
  • Assets Under Management: 0.45%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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