Jared Tomsu, CFP®
Senior Associate Wealth Advisor

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Jared is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Jared worked for other Registered Investment Advisors in the Dallas-Fort Worth metroplex, building and developing custom financial plans for clients. Jared graduated from Texas Tech University with a bachelor’s degree in Personal Financial Planning and also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of the office, Jared enjoys spending time with friends and family, doing anything outdoors, and trying new coffee shops.