Matt and Jared Carlin are a dynamic father-son duo who know the importance of following your life’s passions. Matt followed his passion into the performing arts as an actor, singer, director, and playwright. Jared first found his way onto the stage as a child and continues to nurture his love of the theatre by performing as often as his schedule allows.
Matt Carlin began his professional career teaching high school theater and speech after attaining a master’s degree. To provide for his growing family, he eventually sought a different career in financial services. It was there that Matt discovered a new passion for helping people plan for what was most important to them in their golden years. He quickly realized that the plans he was initially able to offer were not optimizing the most benefit for his clients, so Matt decided to become independent and better serve his clients.
Jared Carlin followed his father’s footsteps by pursuing his passion for music, theatre, and performing arts. After graduating college, he performed professionally for years while also working his fair share of various jobs in between gigs. Eventually, Jared also decided to change careers to one that could provide more stability and allow him to find fulfillment by helping families reach their retirement dreams. Having previously worked for a large financial planning firm, he knew he could provide more value and personal attention independently. He joined with his father and, together, Matt and Jared make up Carlin Financial Group, an independent financial advisory firm.
Matt and Jared continue to pursue their passions, both at and outside of work. As a result, they understand the importance of having the ability to enjoy what you are passionate about throughout retirement. It is with this understanding that they work diligently to help ensure that their clients can pursue their lifelong ambitions. Matt and Jared are passionate about helping people live the life they envision and strive to help their clients reach their dreams for retirement.
At Carlin Financial Group, we believe that retirement is center stage, and we are here to help you prepare for the role of a lifetime!
