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.

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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.

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Jeremy's special areas of focus within financial planning are:

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• Retirement planning

• Investment management

• Estate and legacy planning

• Executive compensation strategies

• Business planning 

• Generational wealth planning

 

Most people who know Jeremy can tell he is passionate about his career. Regardless, he manages to keep a well-balanced life and enjoys hiking, reading, traveling, cooking, and spending time with his fiancé Jackie, and their dog Dakota.

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Interested in speaking with Jeremy? Contact him via email at Jedge@edgewealthstrategies.com or call (858) 202-2236.