JARED FALTYS

JARED FALTYS | CPA, PFS, CPFA

Investment Advisor Representative
Certified Public Accountant
Personal Financial Specialist
Certified Plan Fiduciary Advisor

Partner of Retirement Plan Consultants LLC and McMill CPAs & Advisors


Jared has been with the firm for over 25 years. Personal financial planning, business consulting, investment consulting & back office support, employee benefits, and wealth management. His professional involvement includes being a part of the American Institute of CPAS and being a part of the Nebraska Society of CPAS. Jared is a member of ASPPA, (American Society of Pension Professionals & Actuaries), the premier educator and policy advocate for over 7,500 career professionals actively engaged in the retirement plan industry.


Specialties

  • Comprehensive Financial Planning
  • Income-Tax Planning and Preparation
  • Cash Flow
  • Asset & Debt Management
  • Personal Risk Management
  • Estate Planning
  • Retirement Planning
  • Employee Benefits
  • Investment Advisory Services
  • Financial Analysis

Community Involvement

  • Nebraska Society of CPAs Public Service Award (2012)
  • Nebraska Diplomats – Treasurer (2012-2017)
  • 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 (2007-2015)
  • Norfolk YMCA Raise the Roof Co-campaign Chair (2017)
  • Northeast Community College Accounting Department – Advisory Committee (2007-2014)
  • Elkhorn Valley Historical Society – Board Member (2003-2009)
  • Norfolk Country Club – Finance Committee (2011-2017)
  • Norfolk Country Club – Treasurer (2006-2011)
  • Norfolk Area United Way – Past President and Treasurer
  • Sacred Heart Parish Endowment – Past President

Professional Involvement

  • American Institute of CPAs (AICPA)
  • Nebraska Society of CPAs
  • American Society of Pension Professionals & Actuaries (ASPPA)

Education

  • Graduated from Nebraska Wesleyan University and holds a Bachelor of Science Degree in Accounting and Economics

Contact Jared

Jared Faltys | CPA, PFS, CPFA

Investment Advisor Representative
Certified Public Accountant
Personal Financial Specialist
Certified Plan Fiduciary Advisor

Jared Faltys is a Partner of Retirement Plan Consultants LLC and McMill CPAs & Advisors.

He has been with the firm for over 25 years. Personal financial planning, business consulting, investment consulting & back office support, employee benefits, and wealth management. His professional involvement includes being a part of the American Institute of CPAS and being a part of the Nebraska Society of CPAS. Jared is a member of ASPPA, (American Society of Pension Professionals & Actuaries), the premier educator and policy advocate for over 7,500 career professionals actively engaged in the retirement plan industry.

Specialties:

  • Comprehensive Financial Planning
  • Income-Tax Planning and Preparation
  • Cash Flow
  • Asset & Debt Management
  • Personal Risk Management
  • Estate Planning
  • Retirement Planning
  • Employee Benefits
  • Investment Advisory Services
  • Financial Analysis

Professional Involvement:

American Institute of CPAs (AICPA)
Nebraska Society of CPAs
American Society of Pension Professionals & Actuaries (ASPPA)

Community Involvement:

  • Nebraska Society of CPAs Public Service Award (2012)
  • Nebraska Diplomats – Treasurer (2012-2017)
  • 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 (2007-2015)
  • Norfolk YMCA Raise the Roof Co-campaign Chair (2017)
  • Northeast Community College Accounting Department – Advisory Committee (2007-2014)
  • Elkhorn Valley Historical Society – Board Member (2003-2009)
  • Norfolk Country Club – Finance Committee (2011-2017)
  • Norfolk Country Club – Treasurer (2006-2011)
  • Norfolk Area United Way – Past President and Treasurer
  • Sacred Heart Parish Endowment – Past President

Education:

Graduated from Nebraska Wesleyan University and holds a Bachelor of Science Degree in Accounting and Economics.