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Jared S
Series 66
Staten Island, NY
Cetera Planning Partners
Jared Savino is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and has a background that includes prior roles at Avantax Planning Partners and various entities within the Cetera network. Outside of his advisory work, he owns and operates a CPA firm providing tax preparation, bookkeeping, and payroll services to small businesses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations tailored to clients’ objectives and risk tolerance, supported by a broader Cetera network offering affiliated custodial, broker-dealer, and institutional resources.
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