Jared Freese, CFP®, CLU®, CEPA, ChFC®
Wealth Planner

EDUCATION

Southeast Missouri State University – Bachelor of Science in Business Management and Finance

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PROFESSIONAL

Following his college graduation, Jared launched his career in financial services with a renowned wealth management firm in St. Louis. Jared later joined the Gatewood Wealth Solutions team, where he has excelled in designing comprehensive financial strategies that align with clients’ unique objectives.

In his position as Wealth Planner, Jared is responsible for creating and proactively monitoring clients’ financial plans. He collaborates with their Client Care team of professionals, guiding clients through critical financial decisions and life events. His goal is to help them achieve the firm’s mission: to become and remain financially self-reliant.

Jared is a Certified Exit Planning Advisor, a designation for professionals who are trained to assist business owners in preparing for and executing their business exit strategies. For clients, having a CEPA® means that they are working with a knowledgeable advisor who can provide expert guidance in maximizing the value of their business, ensuring a smooth transition, and achieving their financial and non-financial objectives upon exiting the business. This can be especially crucial in terms of retirement planning, wealth preservation, and legacy building.

Jared is a Certified Financial Planner® (CFP®) professional, a designation that demonstrates his proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. He also holds his Chartered Life Underwriter (CLU®) designation, a testament to his deep understanding of insurance’s advanced applications in estate and business planning.

Jared holds his Series 65 securities registration with LPL Financial.

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PERSONAL

Jared resides in Oakville, Missouri and is an active member of Queen of All Saints parish. He and his wife, Becky, have three lively daughters, Peyton, Riley, and Skyler. Jared and Becky enjoy their outdoor family time and various sports activities.

An avid sports enthusiast himself, Jared is particularly passionate about golf and long-distance triathlons. To date, he’s competed in seven half and two full ironmans, as well as numerous shorter-distance races. He also coaches his daughters’ soccer team, the St. Louis Stars FC, which is part of the premier local youth sports league.