Our Team

Jared Noland, CFA, CFP®, MBA
Wealth Management Analyst

Jared joined Litman Gregory in 2015 and provides financial and portfolio analysis for our clients as part of the investment advisory team. Prior to LGAM, Jared spent 10 years as Associate Portfolio Manager with Fan Asset Management, LLC where he provided equity analysis and assisted with portfolio management.

Specialties

  • Portfolio Strategy Selection
  • Asset Allocation
  • Capital Sufficiency Analysis

Achievements & Credentials

  • California Polytechnic State University, San Luis Obispo (B.S., Business Administration)
  • University of San Francisco (MBA, Finance & International Business)
  • Chartered Financial Analyst (CFA®)
  • Certified Financial Planner (CFP®)

Personal Obsessions

  • Playing piano
  • Running
  • The Beatles

Contact

Jared.Noland@lgam.com | Connect on LinkedIn

Let's discuss your financial plan.