Jared Archer

About Jared Archer

I help individuals and families reach their financial goals, such as retirement, developing robust investment strategies, purchasing a secondary/vacation home, funding their children\'s education/weddings, and many others. Whatever their goals may be, I take a personalized and holistic approach to providing tailored, qualified financial advice to get and keep my clients on target. What starts as a financial plan typically branches into offering comprehensive tax consulting, investment management, risk management, budgeting/forecasting, and other personalized financial services. Additionally, I am able to leverage my background in business valuation and small business consulting to help my clients understand the value of their business and assist them with exit planning strategies when needed. I actively look for opportunities to add value to my clients, no matter what stage of life they may find themselves in. Here are a few fun facts about me: I was born and raised in Texas with four other siblings (never a dull moment!) My current hobby obsession is pickleball, although I try to maintain several other hobbies, including volleyball, disc golf, and hiking, among others. I also have a project 1972 Datsun 240Z that I try to make time to work on! I enjoy being an active member of my community by volunteering within my neighborhood, church, and other non-profit organizations, such as the TXCPA Fort Worth Chapter. I am particularly passionate about increasing financial literacy among high school students and helping individuals and families get out of poverty. And if you\'re still reading, here\'s a little more about me- Clifton Strengths: Developer | Responsibility | Relator | Analytical | Focus - Enneagram 1w2 - Additional strengths / accomplishments: • Certified Public Accountant (CPA) • Accredited in Business Valuation (ABV) • Magna Cum Laude Graduate • Hatton W. Sumners Scholar • Member of Beta Gamma Sigma “Best in Business” Honors Society • Recipient of Deans List and other outstanding achievement awards • Proficient people-management soft skills

Experience

1. Senior Advisor Wpwealth (Whitley Penn)

   Wpwealth

   Apr 2023 — Present · Fort Worth, TX, US

Education

• Tarrant County College

  Associate of Arts and Sciences (AAS), Entrepreneurial and Small Business Operations, 3.95

  2014 — 2016

• Texas Wesleyan University

  Bachelor of Business Administration - BBA, Forensic Accounting / Finance, 3.8

  2016 — 2018