Jared Hoole (CFP®, MST)

Jared Hoole focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Jared Hoole founded Lakeside Financial Planning because of his passion to make a real difference in the lives of hard working people like you. After spending the first nine years of his career implementing tax planning strategies for multinational corporations Jared knew he wanted a more rewarding direction where he could empower people to attain their life goals.

Jared began his career in public accounting at Deloitte. He also spent time working for BTMU Capital Corporation, a market leader in operating lease solutions. Immediately prior to founding Lakeside Financial Planning, Jared was the Tax Manager at Bright Horizon Family Solutions, a leading provider of early education and employer-sponsored child care.

Jared is a member of the Alliance of Cambridge Planners (ACP), America's leading network of independent, unbiased, fee-only financial planners committed to success through ethics and innovation. He is also a member of the Financial Planning Association (FPA), the country’s leading professional association of financial advisors.

He is a board CERTIFIED FINANCIAL PLANNERTM or CFP® and has a Graduate Certificate in Financial Planning. Jared also holds a Master’s Degree in Taxation from the Graduate School of Business at Bentley University, a Bachelor of Science in Finance from Bentley University, and is a graduate of the National Tax Training School.

Jared lives in Windham, NH with his wife Alisyn, their daughter Carsyn and son Brody. He leads an active lifestyle and enjoys spending time outdoors, especially golfing or skiing. Jared relishes spending his summers with family and friends on the fresh waters of Lake Winnipesaukee. 

NAPFA Start Date

July 06, 2017


This Office

53 Ryan Farm Rd Windham, NH 03087-1849 Phone: (781) 270-1501

Other Offices

1500 District Ave Burlington, MA 01803-5069 Phone: (781) 270-1501