Jared Helfrich, CFP® Advanced Case Design Analyst

Jared joined IBC in 2004. His role involves analyzing creative insurance and estate planning strategies for affluent individuals, providing client and advisor related presentations for each strategy, and staying current with tax, legal, and other industry related issues. Jared graduated Summa Cum Laude from Duquesne University earning a BSBA with dual concentration in Finance and Investment Management. While at Duquesne he was a three year starter and captain for their varsity soccer team where he was named an ESPN the Magazine Division I Academic All-American. He is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of the Financial Planning Association® (FPA®), and leads an advanced study group with members from other Partners Financial firms throughout the country.