Jared Haubenstock, CFP ®
Wealth Advisor
Jared Haubenstock is a Wealth Advisor at Regimen Wealth with over eight years of experience in the financial industry. Prior to joining Regimen, Jared built his expertise as an Investment Consultant at Fidelity and developed a passion for helping clients find solutions to achieve their financial goals. Jared works closely with successful professionals, pre-retirees, and retirees to develop, implement and support wealth management strategies that align with their long-term goals.
Jared’s expertise includes comprehensive wealth management planning, cash flow analysis, tax optimization, retirement income strategies, and investment management. He’s also a key player in supporting the firm’s investment strategy and execution, making sure each client’s portfolio aligns with their needs and objectives.
Patience, genuine care and love for helping others define Jared’s approach to client relationships. He takes pride in simplifying financial concepts, helping clients make informed decisions, and being positively impactful.
Jared earned his B.S. in Business Administration from the University of Central Florida and is a CERTIFIED FINANCIAL PLANNER™ professional. He completed the CFP program at the University of Georgia, showing his commitment to excellence in financial planning.
Get in Touch with Jared
✆ 770.738.8200 ext. 117