CFP® , AIF® , RF™ - PARTNER

Jeremy earned his bachelor’s degree in Business Administration from the University of San Diego. His financial career started at FMB Wealth Management in 2006. During this time he helped coordinate the financial needs of high net-worth individuals. While working with FMB Wealth Management, he had the opportunity to start his own swim school. This unique experience provided a valuable hands on perspective in regards to the needs of plan sponsors, their employees, as well as educating him to the struggles of the business owner. After selling his business in 2012 Jeremy joined the FMB Retirement Services team to bring his experience as a business owner to the firm. In 2012 Jeremy become an Accredited Investment Fiduciary® (AIF®) and passed his exam to become Series 65 licensed to work as an Investment Advisor Representative. Jeremy’s disciplined advisory process can help deliver valuable solutions to businesses of all types and sizes.

The FMB Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...