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 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

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...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

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...