THE GOALFUSION TEAM
Jared McBride
Jared McBride
Founding Partner
9
YEARS OF
EXPERIENCE
Jared McBride
Private Wealth Advisor | CFP® | EA | CTP® | MBA
Interests
My time spent outside of helping families with their financial goals includes hiking, camping, boating, and spending time with my wife, Lauren, and three boys: Bentley, Caden, and Declan.
I also have a great love for music and play several instruments including guitar, piano, and drums.
My wife and I have been big Dave Ramsey fans for years. I became a SmartVestor Pro after following his program personally and leading several Financial Peace University classes.
I am also the founder of GoalFusion Tax Consulting, a tax planning and tax preparation firm.
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, 2011-2014
- Utah State University, BS Accounting, 2006-2010