Office located at 5877 Pine Ave. Suite 110, Chino Hills, CA 91709
Additional offices by appointment only.
Jeremie is based in Rancho Cucamonga and brings nearly 10 years of experience in the financial services industry. He attended the University of La Verne on a full scholarship and began his career working within local school districts, an experience that deepened his passion for educating and empowering others. Today, he uses that same heart for teaching to guide families through their most important financial decisions. Athletics have played a major role in Jeremie’s life. He has been involved in sports since childhood and eventually transitioned into coaching once his competitive playing days slowed down. This lifelong commitment to teamwork, discipline, and mentorship continues to influence how he serves his clients, always aiming to coach them toward financial freedom with clarity and purpose.
Jeremie and his wife have been married for 13 years and are the proud parents of three incredible children. They are active members of their local church, where they give back by serving in the children’s ministry and volunteering in community outreach events like back-to-school backpack drives and Thanksgiving food basket giveaways. Jeremie also enjoys staying active through weightlifting, hiking, camping, and playing sports like basketball, football, and golf.
At the core of Jeremie’s approach is the belief that there’s no such thing as a one-size-fits-all financial plan. Every person is different; and so are their goals, values, and challenges. That’s why Jeremie takes the time to truly get to know each client, not just financially, but personally. His mission is to help individuals and families move forward with greater clarity, confidence, and peace of mind through tailored, values-based financial strategies.