Jared Faltys
Jared Faltys, CPA/PFS*/CPFA*
Investment Advisor Representative
*Personal Financial Specialist
*Certified Plan Fiduciary Advisor
Joined the Firm in 1994
JaredF@wealthfirm.info

PFS

EDUCATION
· Nebraska Wesleyan University - Bachelor of Science in Accounting & Economics

COMMUNITY INVOLVEMENT
· Nebraska Society of CPAs Public Service Award (2012)
· Nebraska Diplomats – Treasurer (2012~Present)
· Norfolk Area Chamber of Commerce – Past President (2011~2012)
· Norfolk Area Chamber of Commerce – President (2009~2011)
· Norfolk Area Chamber of Commerce – Treasurer (2007~2008)
· Norfolk Area Community Foundation – Secretary/Treasurer (2007~Present)
· Northeast Community College Accounting Department – Advisory Committee (2007~Present)
· Elkhorn Valley Historical Society – Board Member (2003~2009)
· Norfolk Country Club – Finance Committee (2011~Present)
· Norfolk Country Club – Treasurer (2006~2011)
· Norfolk Area United Way – Past President and Treasurer
· Sacred Heart Parish Endowment – Past President
· Knights of Columbus

PROFESSIONAL INVOLVEMENT
· American Institute of CPAs
· Nebraska Society of CPAs
· American Society of Pension Professionals & Actuaries (ASPPA)

AREAS OF EXPERTISE
· Personal Financial Planning
· Business Consulting
· Investment Consulting & Back Office Support
· Employee Benefits
· Wealth Management

FIRST JOB
· Slopped hogs for my dad

FAVORITE QUOTE
· "If what you're doing is not moving you toward your goals, it's moving you away
from your goals." - Malcolm Ford