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Centered Financial
Jeran Van Alfen, CFP®, CFA, founder of Centered Financial, helps professionals find balance between financial planning and a centered, intentional life. With deep expertise and a mindfulness-based philosophy, Jeran wanted his digital presence to match the depth of his client work - calm, credible, and engaging.
The Client
The Challenge
Jeran’s previous online footprint didn’t reflect his level of sophistication. He needed to attract California professionals aged 40–55 preparing for retirement, while communicating the emotional intelligence behind his approach. The goal: a social media ecosystem and YouTube channel that would educate, inspire, and convert.
Our Approach
We built a holistic visibility strategy anchored by the Secret Retirement Weapon Mini-Training and supporting social content:
Scripted and produced educational short-form videos focused on “Retirement Myths,” “Habits of the Wealthy,” and “401(k) Clarity.”
Designed 65 Instagram posts optimized for reach and shareability, backed by keyword research and geo-targeting across California metros.
Launched and optimized YouTube Shorts with hooks and retention tracking, aligning topics to client intent.
Refined profile bios, CTAs, and playlists to move viewers toward the mini-training funnel.
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The Result
Across platforms in a single month:
Instagram views climbed to 5,835 (+98 percent month-over-month) with 5,853 accounts reached.
YouTube Shorts generated 4,778 views from 3,204 impressions and a 5.1 percent CTR, outperforming the industry average.
Content shares surpassed 65 posts, expanding visibility among affluent coastal markets.
Website sessions and profile visits increased 87 percent, producing consistent inquiries from California professionals nearing retirement.
The Takeaway
Centered Financial now stands as the calm voice of authority in an industry crowded with noise. With DesignKREW’s funnel, content, and creative strategy, Jeran’s brand leads with both precision and presence - turning authentic education into real opportunity.
