Jared Reinstein

Jared gained the knowledge and experience to craft and customize a process that helps clients understand their financial needs. His approach to financial planning begins with understanding the priorities of our clients, then helping them (you) navigate the planning process.

While financial planning can be overwhelming, Jared likes to explain to clients that planning is like a puzzle: you must put pieces together and then sometimes, when life happens, you have to rearrange those pieces to adapt and move forward. Jared finds that the best way to maintain relationships with clients is to very open and transparent so that they are informed and can make decisions comfortably.

Jared is a Certified Financial Planner™ and a fiduciary. He has also recently earned his Retirement Income Certified Professional® designation from the American College of Financial Services. He is a graduate of SUNY Plattsburgh, where he earned his Bachelor’s in Communications.

Outside the office, you can find Jared doing outdoor activities with his wife, Colleen, and his two boys, Jack and James. He lives in Saratoga County, NY and is excited to be part of the fast-growing Berkshire Money Management team.