Jared Ruppert, CFP

Focus
Jared Ruppert is a Financial Consultant and CERTIFIED FINANCIAL PLANNER® practitioner for the Golden Link Wealth Management Group of Wells Fargo Advisors.

Jared’s primary role is to assess each client’s complete financial picture and develop personalized investment strategies to help them stay on track towards achieving their financial goals.

His confidence in investment planning is backed by a strong commitment to ongoing industry education, ensuring that his strategies are both current and comprehensive. With a keen eye for detail and a thoughtful, organized approach, Jared helps to deliver well-crafted financial solutions designed for long-term success.

Background and Experience
Jared began his career with Wells Fargo Advisors in 2014 as a Registered Client Associate and has developed a wealth of experience in the industry since then. He holds a bachelor’s degree in accounting, Economics and Finance from Albright College, along with a Master of Science in Personal Financial Planning from the College of Financial Planning.

In 2020, Jared earned his CFP® certification which required completing approved educational programs, passing rigorous examinations, and meeting stringent experience requirements from the CFP® board.

Away from the Office
Jared resides in Wyomissing, Pennsylvania, with his wife, Gabrielle. Outside of work, you can find Jared enjoying his time on the golf course and spending quality time with his family.