Profile

Jared Hoole, CFP®, MS

President,
Lakeside Financial Planning, LLC

Contact Details

Lakeside Financial Planning, LLC
1500 District Avenue
Burlington, MA 01803
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Primary: 781.838.1301

Bio

Jared Hoole founded Lakeside Financial Planning because of his passion to make a real difference in the lives of hard working people like you. After spending the first nine years of his career implementing tax planning strategies for multinational corporations Jared knew he wanted a more rewarding direction where he could empower people to attain their life goals.

Jared began his career in public accounting at Deloitte. He also spent time working for BTMU Capital Corporation, a market leader in operating lease solutions. Immediately prior to founding Lakeside Financial Planning, Jared was the Tax Manager at Bright Horizon Family Solutions, a leading provider of early education and employer-sponsored child care.

Jared is a member of the Alliance of Cambridge Planners (ACP), America's leading network of independent, unbiased, fee-only financial planners committed to success through ethics and innovation. He is also a member of the Financial Planning Association (FPA), the country’s leading professional association of financial advisors.

He has a Graduate Certificate in Financial Planning and a Master’s Degree in Taxation from the Graduate School of Business at Bentley University, a Bachelor of Science in Finance from Bentley University, and is a graduate of the National Tax Training School.

Jared lives in Windham, NH with his wife Alisyn, their daughter Carsyn and newly born son Brody. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared relishes spending his summers with family and friends on the fresh waters of Lake Winnipesaukee.

Serving Clients Living In

CT, MA, ME, NH, RI, VT

Education-College/University

Bentley University

Education-Degree/Major

Bachelor of Science; Finance

Education2-College/University

Bentley University, McCallum Graduate School of Business

Education2-Degree/Major

Masters in Taxation (MST), Graduate Certification in Financial Planning

Accepting New Clients

Yes

Offers Remote Appointments

Yes

Professional Associations

FPA