jarrod-hart
     

    Jarrod Hart, CFP®, ChFC®, CRPS®

    Financial Advisor

    [email protected]

    Social_media_icons-LinkedIn--Investment_Partners

    Member of the INVP team since 2021

    Resident of Dublin, Ohio

    "I find meeting new people and hearing their stories very rewarding, but the best aspect of being a financial advisor is watching clients realize the progress they have made as a result of small, calculated changes and prioritizing planning."

    Topics or areas of expertise:

    • ESG Investing (Environmental, Social, and Governance)
    • Retirement Cash Flow Planning
    • Investment Management/Strategy
    • Personal Wealth Management

    Education:

    • Bachelor’s Degree in Political Science and Business Economics from the University of Cincinnati
    • FINRA securities registrations: Series 6, 7 and 63
    • Licensed life, health and disability agent with the Ohio Department of Insurance
    • CERTIFIED FINANCIAL PLANNERTM Designation
    • Chartered Financial Consultant®
    • Chartered Retirement Plans® Specialist

    Professional involvement:

    • Chartered Retirement Plans® Specialist
    • Mentor at Boys Hope Girls Hope

    When he's not in the office you can find him:

    • Hacking away on the golf course
    • Training for triathlons

    What has been your favorite vacation?

    A friend and I went on a 9-day bike tour from Lexington to New Orleans, camping along the way. Fun fact: southern dogs really hate cyclists, and invisible dog fences don’t really work. Although, the 9 days on a bike were well worth the two days on Bourbon Street!

    What are your hobbies?

    I enjoy golf, running, cycling, sand volleyball in the summer and basketball in the winter.

    Tell us about your family.

    My parents live in Hillsboro, Ohio, where my two sisters and I grew up. My younger sister is in college, my older sister is a real estate agent here in Dublin, and my brother-in-law is a firefighter for the Columbus Fire Department.

     


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