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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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

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