Jared Sweitzer
Jared Sweitzer, CFP®, AIF®, RFC, CRC®
Jared has known for quite some time that his calling was to help people with their financial decisions. He earned a bachelor's degree from The Ohio State University with a specialization in family financial management. Shortly after graduating from Ohio State, Jared moved to Phoenix, Arizona, to begin his career as a financial planner. With more than two decades of investment experience, Jared has built his own financial planning practice and currently oversees $279 million in client assets (as of 2/2026).
Jared holds the CERTIFIED FINANCIAL PLANNER® certification, as well as the Accredited Investment Fiduciary® (AIF®), Registered Financial Consultant (RFC), and Certified Retirement Counselor® (CRC®)professional designations.
Jared was a regular contributor to Money Radio's Business for Breakfast with host Julie Dougherty, CFP® (11/08-1/16). Jared has participated on the opening panel of professionals at Money Radio's Financial Fest, and he has also appeared on Channel 12 News for a special market report.
As a member of Camelback Retirement Planners, Jared is able to provide competent, objective guidance and personalized service to his clients. As an Investment Adviser Representative of Commonwealth Financial Network®, he has access to a vast array of investment resources and technology for his clients.
Personal
Jared and his wife, Erin, live in Paradise Valley with their daughters, Samantha, Alexa, and Maya. In his free time, Jared enjoys spending time with his family, watching sports of any kind, playing volleyball, and hiking; completing Angels Landing, Havasupai, Rim-to-Rim, Half Dome hikes. With a good story about trying to summit Mt Whitney.
CFP®, CERTIFIED FINANCIAL PLANNER® and
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Jared Robert Sweitzer is proud to have been recognized as a President’s Level advisor for 2025—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
CFP®, CERTIFIED FINANCIAL PLANNER® and
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.