Jeremy Runnels (CFP®)
Jeremy Runnels focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
When a transition occurs, you deserve a catalyst to financial empowerment. As a fee-only financial advisor at West Coast Financial, I focus on providing wealth management strategies to high net worth individuals in transition who are planning for, or currently experiencing, a life-changing event, such as divorce, loss of a spouse, or retirement. Through deep, meaningful relationships, and a holistic approach, we partner with our clients to understand their unique goals and empower them to take control of their finances.
Additional Information
Originally from
Southern California
Hobbies
Being active, skiing, cooking, film, relishing in California's food and wine scene and enjoying the outdoors.
Favorite meal
The one I’m sharing with great people, great food, and great wine.
Something about WCF that makes me proud
The fact that we measure success by the depth of our relationships.
NAPFA Start Date
February 28, 2018
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.