Client Advisory

Biography

Jeremy is a Partner in the San Diego office with more than twelve years of experience. He specializes in working with high-net-worth individuals and families, senior executives, and business leaders in tax, investments, benefits, estate planning, and retirement planning. Jeremy is a creative problem solver for complex financial issues.

Prior to joining Cerity Partners, Jeremy worked as a Partner at West Coast Financial in San Diego, California.

Education

  • B.A. from Antioch University
  • M.S. from College for Financial Planning

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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