Jeremy is a Certified Financial Planner™ and Certified Investment Management Analyst® providing comprehensive financial planning and investment management services.
Advanced Education & Credentials
For Jeremy, education is a top priority. He strives to continually advance his education and knowledge so that he may provide you with valuable, relevant and current information, insight, planning, and investment strategies. The following are education programs and professional credentials that Jeremy has completed:
"An investment in knowledge pays the best interest." -Benjamin Franklin
Jeremy is also a member of the following Professional Associations:
Jeremy has been quoted in several print and online publications including The Wall Street Journal, U.S. News & World Report, Bloomberg.com, Kiplinger's Personal Finance Magazine, Investor's Business Daily, Business Week Online, MSN Money, The Star-Ledger, Financial Planning Magazine, InvestmentNews, National Underwriter Life & Health, Bankrate.com, Boomer Market Advisor, AdvisorMax.com, Morningstar.com, MainStreet.com, Christian Science Monitor, DebtSmart.com, Advance for Imaging and Radiation Therapy Professionals as well as a contribution to the book, "So You Want to Be a Financial Planner: Your Guide to a New Career."
Jeremy's experience, commitment to advanced education, and professional accomplishments are a testament to his dedication to providing quality financial advice. -"There are few professions that let you contribute to and be a part of the personal growth, success, and achievement of other people. Helping my clients achieve their financial hopes and dreams is very rewarding, fulfilling, and the reason why I do what I do."
Jeremy is married to his wife Heather and together they have one son, Noah Monte, and Maggie Moo, the fiercest 5 lb. Yorkie to ever exist. In his spare time he enjoys spending time with his wife and son, running, snowboarding, and autocross/track racing his 1989 Honda CRX Si restoration project car.
Schedule a brief Introductory Call or sign up for our Introductory eMail Series to learn more about how Jeremy can help you achieve your financial hopes and dreams.