Jarrod Hart, CFP®, ChFC®, CRPS®
Financial Advisor
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.
Connect With Us
