Jared Motzenbecker

Jared Motzenbecker is a seasoned financial professional and Managing Partner at Siesta Wealth, where he leverages over 15 years of experience in the Financial Services industry. As a Certified Financial Planner™ practitioner, Chartered Market Technician, and Certified Private Wealth Advisor®, Jared possesses a comprehensive understanding of Financial Planning, Family Dynamics, Estate Optimization, and Investment Portfolio Management.

Throughout his career, Jared has established himself as a thought leader in the field, frequently serving as a Keynote speaker across Florida on topics such as Estate and Retirement Planning, Family Dynamics, and Behavioral Finance. He earned his bachelor’s degree from the University of Florida and further honed his expertise in financial planning at The University of Georgia Terry School of Business, as well as in Wealth Management Theory and Practice at Yale School of Management.

Jared is dedicated to providing a fully personalized, concierge Wealth Planning experience for his clients. His distinctive approach integrates research in personality types and behavioral finance with innovative financial planning tools, empowering individuals and families to make informed and satisfying financial decisions. By fostering a deeper understanding of personal motivations and behaviors, Jared helps his clients achieve better outcomes and lead more fulfilling lives. Outside of his professional pursuits, Jared enjoys spending quality time with his family and exploring the outdoors.