Jared Martin, CFP®, AIF®

Principal

Jared is a Principal and Consultant at Innovest Portfolio Solutions. Jared is a member of Innovest’s Retirement Plan Practice Group, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. At Innovest, Jared provides consulting services to committees, boards, and individuals.  He also manages the relationships between service providers and plan sponsors and provides ongoing vendor management for Innovest’s clients.  He leads many special projects for our retirement plan clients. Jared is also a member of the NexGen Society. Members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations. The elite NexGen members are selected by Innovest’s executive team and receive specialized training and responsibilities.

Jared is a Certified Financial Planner®, holding this designation since 2003. Jared holds an Accredited Investment Fiduciary (AIF®) designation and having successfully completed this course of study, he uses his expertise to ensure that Innovest institutional clients are following a prudent investment process utilizing the Uniform Fiduciary Standards of Care. Jared received his bachelor’s degree in business and economics from Regis University in Denver, graduating cum laude.

Prior to joining Innovest, Jared was the director of relationship management with ICMA-RC. In this role, he was responsible for the overall business relationship and retention of the clients within his territory. Before becoming a relationship manager, he was a financial planning manager with ICMA-RC for the previous 8 years.  Jared is on the Board of the Colorado Public Plan Coalition (CPPC) and is a mentor with the Big Idea Project.

Jared and his wife Erin have been married for more than 17 years and they have three children.  In their free time, they enjoy the outdoors and participating in all sports, for both the adults and the kids.

jmartin@innovestinc.com