Jeremy Kovacevich, Mba, Cfp® Email & Phone Number

For more than a decade, I've had the honor & opportunity to work with successful individuals and families to help them achieve their life goals through comprehensive wealth management. As a result, clients better understand their wealth and gain clarity into their most relevant opportunities & risks, culminating in a deep knowledge of their balance sheet and values. Clients & colleagues view me as a trusted source of information, a problem solver and financial/investment expert. My passion for financial planning goes beyond the office. I've enjoyed numerous leadership roles in the professional community and support young planners in their pursuit of CFP® accreditation and wealth management as a career. When I'm not working, I enjoy spending time with my family, traveling, reading, hiking & yoga.

Listed skills include Wealth Management, Financial Planning, Management, Leadership, and 6 others.