Jarret Sheets, CFP®, CPFA

Jarret works with professionals, executives, and families to help them make thoughtful decisions about their wealth and plan for what comes next. As a Senior Principal at Cerity Partners, he focuses on helping families gain clarity around their finances, particularly as they approach retirement and begin thinking about how their wealth can support the life they want to live.

Jarret believes good financial planning starts with getting to know the people behind the numbers. He takes time to understand each family’s goals, priorities and what is most important to them. From there, he helps bring the different pieces of their financial lives together, including investments, taxes, retirement income, estate planning and risk management.

Much of Jarret’s work is focused on helping successful professionals navigate important financial transitions. Whether they are preparing for retirement, evaluating workplace benefits, managing a growing investment portfolio or thinking through their long-term goals, he strives to make complex decisions easier to understand and give families confidence in the path they are taking.

Jarret joined Gilbert & Cook in 2019 after beginning his career in financial services following graduation from Coe College. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2018 and is committed to providing comprehensive, fiduciary advice that puts the family’s goals and best interests at the center of the planning process.

Outside of the office, Jarret and his wife, Jessica, live in Clive with their two daughters. He enjoys staying active and cycling throughout central Iowa, traveling to new destinations with his family, and enjoying great food and restaurants.

Learn more about my practice.