7537 Mentor Avenue,
Owner, Investment Advisor
Jarad was born and raised in Northeast Ohio and has strong ties, new and old, to the community. After graduating from Lake Catholic High School in 1995, he went on to Cleveland State University to earn his undergraduate and graduate (MBA) degrees.
After an internship and brief stint at a larger financial firm, Jarad realized he had to start his own practice to truly offer objective advice to his clientele. Regano Financial Services, Inc. was founded in 2001 and has been helping clients achieve their financial goals ever since.
Kiara started as an intern at Regano Financial Services, Inc in 2020 while she completed her undergraduate degree at Cleveland State University. She has been serving as our investment assistant since the completion of her degree in May 2022. Kiara currently holds her Series 7 and Series 66 securities registrations as well as her Ohio life insurance license. This allows her to assist Jarad in many aspects of the financial planning process.
Dawn started at Regano Financial Services, Inc. in 2019 and handles many important aspects of the business. She is crucial to the organization of the firm and serves as an important liaison in scheduling appointments and interacting with clients.