Jeremy G. Edge
FINANCIAL PLANNER | CO-FOUNDER
Jeremy is an alumni of Slippery Rock University and a Bachelor of Business Administration who concentrated in economics, finance, and international affairs. Jeremy is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner and has earned designations as a Retirement Income Certified Professional (RICP®) and a CFA Level II Candidate. With these advanced designations, Jeremy is also an Investment Advisor Representative, Registered Representative, and is licensed in life, accident, and health insurance.
While Jeremy has expansive academic knowledge in financial planning that would be beneficial for anyone, Jeremy feels that his experience and expertise are of most value to practicing physicians, executives, high net worth families, and business owners.
Jeremy's special areas of focus within financial planning are:
Estate and legacy planning
Executive compensation strategies
Generational wealth planning
Most people who know Jeremy can tell he loves to be always working, but he manages to keep a well-balanced life to enjoy hiking, reading, traveling, cooking, and spending time with his girlfriend Jackie and dog Dakota
Interested in speaking with Jeremy? Contact him via email at . or call (858) 202-2236.