Jared Andreoli (Certified Student Loan Professional, CFP®)

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

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Medical Professionals
  • Millennials
  • Tax Planning

Additional Information

Jared Andreoli launched Simplicity Financial in 2017. He is a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®).

I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me.

After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.

NAPFA Start Date

September 26, 2017


This Office

3282 S Springfield Ave Milwaukee, WI 53207-3134 Phone: (414) 207-6473