CFP ® , AIF ® , RF™- Investment Advisor Representative

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 became 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 Advisors Blog

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...

The Impact of Inflation

6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...

It’s Time to Get Serious About Your Happiness

5/24/18 There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work...

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...