Jeremy graduated from California State University at Fullerton, where he received his Bachelor's degree in Engineering Geology in 1994. Upon graduating, Jeremy went to work for a local engineering geology and environmental firm. Those six years working in the engineering geology field, exploring many different natural phenomena, were an enlightening, fantastic experience for him.
After a number of years of training and education in the financial field, Jeremy decided it was time for a career change. In 1999 Jeremy accepted a job with Smith Barney, the predecessor firm to the now Morgan Stanley. During his time there he experienced and weathered numerous economic and financial environments. It was during 2009 that Jeremy realized he needed more for his clients and sought to find a firm that could help him and his clients reach their financial goals. In 2010 Jeremy accepted the position of Senior Vice President - Investments at Wells Fargo Advisors. Jeremy's experience of witnessing two bear markets, the first commencing in 2000 and lasting through the recession that ended in 2003, and the second commencing with the recession that began in the fall of 2007 and ended in the spring of 2009. This experience has made him think anew on how he should help clients preserve their assets and strive to achieve their personal and financial goals. To that end, in 2007, Jeremy earned the accredited certification of CERTIFIED FINANCIAL PLANNERTM. Jeremy completed a two-year education and training program, passed a rigorous two-day national examination, and met stringent experience requirements. This certification holds Jeremy at a higher fiduciary standard, while being bound by a professional code of ethics; he also completes annual continuing education requirements to remain current on planning strategies and financial trends.
Will is passionate about helping his clients reach their financial goals and teaching them the important aspect of investing.
After graduating San Diego State University in 2018 with a bachelor’s degree in Finance, Will began his financial services career working as a Client Service Specialist at Ameriprise Financial. Continuing to build his experience he became a New Account Specialist at LPL Financial prior to moving back to Orange County to join his father’s practice. He brings a great deal of knowledge from his previous client facing roles and is excited to work with his father as a team to help their clients achieve their financial goals.
Depending on the season, Will enjoys a multitude of outdoor activities and hobbies including but not limited to surfing, snowboarding, cooking, camping, traveling, and reading. He also enjoys the company of close friends and family
CA Ins License# 4065319; CA resident
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