THE GOALFUSION TEAM
Jared McBride
Jared McBride
Founding Partner
10
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, golfing and spending time with my family.
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. I received my bachelor’s degree in accounting from Utah State University in 2010 and an MBA from Weber State University in 2014. I began preparing tax returns for fellow Aggie students and foreign exchange students in 2010 as part of Utah State’s volunteer income tax assistance program (VITA) and continued to do so until 2019. I am an Enrolled Agent admitted to practice before the Internal Revenue Service for audits and IRS correspondence.
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