Jared Sweeney, CFP®
Login to view DISC.Jared is a Partner and Senior Wealth Advisor at Mission Wealth, bringing nearly two decades of financial industry experience. A CERTIFIED FINANCIAL PLANNER™ professional, he leverages his Economics degree from Rensselaer Polytechnic Institute to develop comprehensive solutions for his clients, always acting as a fiduciary.
Based in the greater Boston area, Jared lives with his wife and two daughters. In his personal time, he is an avid outdoorsman who enjoys activities like skiing and playing golf with his family.
He reflected on the phrase “The grass is always greener” when deciding to join Mission Wealth, a leap he is now very happy to have made.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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