Jared C. Tolzman

Jared C. Tolzman is a financial advisor at Schooner Financial Associates. Jared has been helping clients since 2021 after graduating from Arizona State University with a Bachelor of Science degree in Finance in 2020. He holds a Series 7 and 66 securities licenses as well as Life Insurance and Variable Annuity licenses.

Jared’s focus is to help individuals achieve their financial goals and objectives through saving and investing. He helps clients create lifelong financial plans to build wealth, save for retirement, prepare for emergencies, and protect their families.

New clients are only accepted through referrals so that each client receives personalized attention.