Meet Jared Troutman
Owner and Certified Financial Planner™
Jared and his wife Becky hatched the idea for Being Financial in May 2020 and Jared fully launched operations in November 2020. Year over year, Jared grew the business into a thriving practice, and in 2025 he added 3 partner advisers operating under the Being Financial umbrella.
Jared and Becky are raising three daughters, Barrett, Kembrey, and Quinlan, in the majestic mountains of the Shenandoah Valley.
Days are filled with plenty of outdoor activities, visiting friends and family, headed to lacrosse or soccer practice, riding bikes, coloring, reading, having a Disney+ movie night, swimming at the ERRA pool, slumber parties, playing their favorite new game, baking together, or singing loud for all to hear.
But it wasn’t always fun and sun and mountain climbing for this thriving family…
Professional History
Despite successful careers as a social worker and then a regional manager for a waterpark management company, at the age of 35, his third child on the way, Jared found himself in the midst of a financial-life crisis. Like many young families, Jared and Becky were surviving, but not thriving, and they didn’t have a long-term financial plan in place to support a growing family.
Nagging questions kept Jared awake at night:
- Why were we not debt free?
- How would we help our children with college?
- Why isn’t career success translating into a feeling of financial success?
Jared’s way of responding to these questions was researching and educating himself, reading nearly every mainstream personal finance book he could get his hands on. He and Becky had numerous discussions about what kind of life they wanted to live, where they wanted to live it, and how they wanted to support their children. And while they didn’t always know what the right step was, they had faith that it was worth trying out new paths.
The entire education process opened Jared’s eyes to the world of personal financial planning. He realized that his passion to help people could be integrated with his natural knack for mathematics and analytical thinking. Shortly thereafter, he found work in the financial services field at a well-established practice in Charlottesville. He spent the next four years absorbing wisdom and information from experienced colleagues. Jared spent nights taking the additional college courses required to sit for the Certified Financial Planner™ exam. These were all lean years for his young family, but Jared followed the belief that if he became the best financial planner he could be — a better life would result for everyone around him.
Jared and Becky hatched the idea for Being Financial in May 2020 and the business was fully launched in November 2020 when Jared left the practice in Charlottesville. He has since grown Being Financial to a point where his nagging questions have been answered. He’s planned his way out of debt, and plotted ways to support his girls’ future college careers.
Jared now spends his days as Financial Sherpa to his clients, helping them clarify their vision for the future, and create a financial plan that supports and guides them on their climb up the metaphorical financial mountain to their desired future.