Jared Fenlason

Financial Advisor @The Dr Team

San Diego, CA, US
EMAILS
j••••@thedrteam.com
MOBILE NUMBERS
+18•••••••59

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WORK HISTORY

Aug 2017 — Present

Financial Advisor @The Dr Team

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US

For over 10 years, Jared has been committed to helping his physician clients achieve their goals of living a less stressful life. Jared’s passion is to help educate Residents, Fellows, Medical Students, and in practice Physicians on important financial topics that they are facing. By educating and simplifying the complex world of finance, he is able to create clarity, confidence, and peace of mind for the Physicians he works with. Helping relieve financial stress for his client so they can have a happier, healthier, long career in medicine. Specialties: Flat Fee Financial Planning for Physicians, Cash Flow Management, Budgeting, Student Loan Planning, Life and Disability Insurance Planning

EDUCATION

2008 — 2011

Biola University

Bachelor of Science (BS), Marketing

SKILLS

Direct MarketingSocial Media MarketingMarketing StrategyMarketing ResearchCustomer ServiceCrmSalesFamily LawKey Account ManagementBusiness DevelopmentMarket ResearchAddiction RecoveryKey Client RelationshipsSpin SellingClient Relations Skills

ABOUT JARED FENLASON

Helping early-career physicians find financial literacy

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Jared Fenlason — Email, Phone Number & Contact Info | Unifers