CA Insurance Lic # 0E46349
"Most people have a general idea of how to save and spend their money in ways that bring enjoyment. I am passionate about helping people pinpoint essential financial tools and prepare a plan that becomes useful for accomplishing their goals." -- Jared
Jared Johnson is the Co-Founder & President of Lighthouse Capital Planners. As the Chief Investment Manager and Financial Coach, Jared oversees retirement plan design and manages all in-house investment portfolios. After receiving his B.S. in Business Management and Finance from Utah Valley University, along with his Series 7, 6, 63, & 65 Security licenses, he worked with Bank of America’s investment division, Strategies Financial Group, and Brecek & Young Advisors. In 2008, he joined Moffat Financial Group, which today is Lighthouse Capital Planners. He thoroughly enjoyed working side-by-side with a true financial professional like Clark. For two years, Jared served as the Philanthropy Committee Chair for the Temecula Chamber of Commerce and is currently a member of the Temecula and Fallbrook Chamber of Commerce.
With almost two decades of experience as a financial advisor, Jared’s primary focus is working with clients to construct a comprehensive plan that addresses the items most important to them. He seeks to understand what is most significant to them and then tailors financial solutions to best address their needs.
“One of the luxuries of being with a small, flexible, and proactive firm — instead of a large institution — is that I’m able to take a personal and targeted approach with clients as opposed to following a pre-determined formula. This is vital for unique clients who don’t fit a ‘one size fits all’ firm mentality,” Jared states.
On a personal note; Jared has three energetic boys. Jared and his family enjoy camping, going to the beach, attending sporting events, mountain biking, hiking, home improvement projects. For many years, Jared has been very involved in Boy Scouts of America, where he has helped over 50 young men achieve the rank of Eagle Scout. His leadership has won multiple nationally-recognized awards for his troop. For several years, Jared has been active in breast cancer awareness and has participated in events that support this very worthy cause.