Jared Waldrup enjoys building lasting relationships with business owner clients, their families, and their advisor team. He uses AltruVista’s Wealth With Purpose (TM) planning process and Family Wealth Blueprints (TM) to formalize the intersection of wealth planning goals with life goals. This combination provides a strong foundation for financial planning. 

Jared specializes in Balance Sheet Strategy, Liquidity & Cash Flow management, tax planning, estate and legacy planning, investment strategy and oversight, and asset protection.

He’s a CERTIFIED FINANCIAL PLANNER™ (CFP®️), an Eagle Scout (Boy Scouts), and the President of the Financial Planning Student Association at Texas A&M University. He has a B.S. in Agribusiness from Texas A&M University with minors in Financial Planning and Economics. 

In his free time, he enjoys exploring Houston’s restaurants, coffee shops, and bars with family and friends. He also loves traveling to white sandy beaches with his fiancée, Emily, and he follows the Houston Texans, Astros, and Rockets.