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Jerad O. Waggy, CFP®

Jerad O. Waggy, CFP®, CKA®, is a Senior Financial Planner with Firestone Capital Management. He specializes in retirement planning and guiding clients through major life transitions. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009 and completed the Sudden Money Institute’s specialized training in financial transitions in 2013.

Jerad brings over 12 years of experience as a financial planner and joined Firestone Capital Management’s team in May 2014. He is dedicated to serving his clients and helping them achieve their personal and financial goals. His passion is to guide them through life’s transitions and align their personal values with their financial plan.

Jerad graduated from Texas Tech University’s Personal Financial Planning program in 2006. After graduation, he moved from Texas to Florida to start his career in financial planning with The Enrichment Group in Miami, Florida. He began as an intern and worked his way into a Lead Financial Planner role where he helped his clients evaluate, set and achieve their financial goals.

Jerad is an active member of his church and serves on the church’s board. His social and civic involvement and support includes Caring for Miami, Touching Miami with Love, Community Partnership for the Homeless and His House Children’s Home.

Jerad and his wife Sherin have three kids, Jacob, Isabelle and Priya and a family dog, Chloe. He enjoys spending time with his family, weekly Home Depot runs, and managing a mango grove in the Redlands.

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