Jared Oren is a wealth management financial advisor based in Costa Mesa, CA.

Jared specializes in designing portfolios for clients based on their current stage of life. He explains fundamental and technical conditions of the market and builds a financial road map for each client to ensure they understand whether they are on the right path for a comfortable retirement.

Jared joined the firm through Alpha Cubed Investments (ACI) in 2026. At ACI he was the director of financial planning. He has also served as a vice president, financial advisor for Morgan Stanley.

Jared earned his Bachelor of Science degree in electrical engineering from the University of Wisconsin, Madison. He also earned his Master of Business Administration from the University of California, Irvine.

When he’s not at work, Jared enjoys coaching youth sports and spending time with his family.