Jared Rothbard in

Jared Rothbard

Inquirer · DISC type cd
Head of Personal Planning at ThreePoint Private Client Group
📍 Paramus, New Jersey, United States

Jared Rothbard is the Head of Personal Planning at ThreePoint Private Client Group, specializing in transforming complex financial situations into clear, coordinated strategies for professionals and families. A graduate of the University of Connecticut School of Business, he has been recognized by Forbes as a Best-In-State Financial Security Professional for two consecutive years.

Outside of his professional life, Jared maintains strong ties to his alma mater, the University of Connecticut. His career is centered in the New Jersey area, where he has received statewide recognition for his work, suggesting a strong connection to the local community and its interests.

He was ranked the #12 Financial Security Professional in New Jersey by Forbes in 2024.

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Experience
17 Years
Current Role
Head of Personal Planning
Job Level
Mid-senior
Location
Paramus, New Jersey, United States
Personality Overview

How Jared shows up

Judgemental
Upfront
ROI Conscious

They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Jared cares about

Holistic Financial Planning
His entire approach is built on creating personalized financial models that take a holistic view to increase efficiency and provide clients with greater control over their finances.
Strategies for Entrepreneurs
His headline explicitly mentions his focus on providing financial clarity for business owners and entrepreneurs, indicating a core professional passion.
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Career

Work history

1-2024
Head of Personal Planning
ThreePoint Private Client Group
6-2008
Financial Advisor
Certified Financial Services
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2011
Bachelor of Science
University of Connecticut School of Business
2004 - 2007
Education details unavailable
Bridgewater-Raritan High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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