Jeremy Runnels , CFP®

Jeremy Runnels, CFP®, is a Partner & Practice Leader in the San Diego office, serving high-net-worth individuals, business owners, and multi-generational families. Jeremy specializes in the areas where financial complexity is highest: estate planning, tax strategy, alternative investments, retirement planning, and portfolio management. He works closely with clients navigating concentrated stock positions, equity compensation, and liquidity events, and has deep experience integrating strategies like SLATs and CRTs for clients focused on wealth transfer and tax efficiency. Jeremy takes a research-driven approach, combining rigorous portfolio analysis with clear, practical guidance — helping clients understand not just what to do with their wealth, but why it matters for their broader goals.

Jeremy is part of Cerity Partners’ San Diego team, where he collaborates with colleagues across investments, tax, and estate planning to deliver coordinated advice. Prior to joining Cerity Partners, Jeremy was a partner at a regional RIA leading their San Diego office.

Outside the office, Jeremy lives in Solana Beach with his family, where you’re likely to find him working on his golf game, hosting a dinner party, or exploring a new bottle of wine.

Learn more about my practice.