About Us
Jared Andreoli, President
Jared Andreoli launched Simplicity Financial in 2017. He is a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®).
I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me.
After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.
About Simplicity Financial
While Simplicity Financial is based out of Milwaukee, Wisconsin, we utilize technologies to accommodate clients from all over the country. Client meetings are held in person, via telephone calls, or video conferences. Our clients have busy lives and hectic schedules, so we have developed a flexible schedule and various forms of communications to meet their needs without being limited by location or time constraints.
Simplicity Financial has chosen to align itself with and become members of two organizations, XY Planning Network and National Association of Personal Financial Advisors (NAPFA). Each organization is exclusive to fee-only advisors and has a rigorous screening process. Being part of these organizations allow Simplicity Financial to be on the cutting edge of the financial planning industry.
Get in touch.
Maybe you want to launch a business. Maybe you want to plan for retirement. Maybe you are planning to grow your family. Whatever financial goal you have, Simplicity Financial can help you achieve it.