THE GOALFUSION TEAM
Jared McBride
Jared McBride
Founding Partner
11
YEARS OF
EXPERIENCE
Jared McBride
Private Wealth Advisor | CFP® | EA | CTP® | MBA
Interests
My time outside of helping families with their financial goals includes hiking, boating, golfing, traveling, and spending time with my family.
I also have a great love for music and play several instruments, including guitar, piano, and drums.
I am also the founder of GoalFusion Tax Consulting, a tax planning and tax preparation firm. I received my bachelor’s degree in accounting from Utah State University in 2010 and an MBA from Weber State University in 2014. I am an Enrolled Agent admitted to practice before the Internal Revenue Service and assist clients with IRS correspondence.
I have 11 years of experience in the financial services industry.
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- EA Enrolled Agent admitted to practice before the Internal Revenue Service
- CTP® Chartered Tax Professional
Education
- Weber State University, Masters of Business Administration, 2014
- Utah State University, BS Accounting, 2010