Before joining RWA Wealth Partners, Jeremy worked as a Portfolio Manager for a Los Angeles area investment firm where he built customized portfolios for high net worth clients. Jeremy meets directly with clients and prospective clients to communicate RWA Wealth Partners’ investment strategies and review all financial planning needs.
Jeremy graduated from the University of Arizona, where he earned his BS in accounting. Additionally, he is a graduate of California Lutheran University, where he earned his MBA in financial planning. Jeremy has an extensive background in the financial service industry and holder of the right to use the Chartered Financial Analyst® designation and is a Certified Financial Planner™* professional.
In his free time, Jeremy enjoys spending time with his wife and sons and playing basketball and softball in local leagues. He also teaches graduate-level coursework for the California Institute of Finance at California Lutheran University.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
