One of the first things you’ll notice when speaking with Jared Motzenbecker is his quick wit, good nature, and deeply caring attitude.
In the Financial Services industry for more than 15 years, Motzenbecker is a multi-degreed financial wiz and a leader at Gulfside Wealth. He is not only known for his extensive knowledge in financial planning, family dynamics, estate optimization, and investment portfolio management but more importantly, his passion for helping others. It was engrained in him as a child.
“Growing up, I watched how dedicated my mother was to take care of us while she was bettering herself by earning her college degree,” Motzenbecker says. “She inspired me to ensure that my family was taken care of. Since she also worked in the medical field, I had a strong desire to help people.”
A native of Venice, Florida, who now calls Sarasota his heartfelt home, Motzenbecker is what clients affectionately call “a local boy.” He knows the area, the locals, and the transplants, with whom he loves sharing the area’s colorful history.
Not surprisingly, Motzenbecker is valued and respected. He treats his clients like family; it’s his nature. Having a fascination with psychology and behavioral finance, he studied it for years and incorporates it into his work. “I have learned how to help people know themselves and better understand how their decisions and emotions affect their money and how to help them pursue financial success.”
When not servicing his clients, Motzenbecker relishes spending time and laughing with his wife and two children both at home and at his kids’ events, whether soccer, football, dance, recitals, or school plays. He excels in work-life balance, and though he cares deeply for his clients, he says, “My top priority is to make time for my family.”
333 N Orange Ave, Sarasota, FL 34236
727.417.0307 • jared.motzenbecker@lpl.com • gulfsidewealth.com
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