Jeremy Rhen (CFP®)
Jeremy Rhen focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Additional Information
As a Portfolio Advisor at Sax Wealth Advisors - a fee-only, independent registered investment advisory firm with over $1 billion of assets under management, Jeremy Rhen is experienced working with high-net-worth families, closely held businesses and employer retirement plans. From helping clients transition their accounts to assisting with portfolio rebalancing and leading 401(k) education meetings, Jeremy is actively involved in every stage of the SAX client experience. Prior to joining SAX Wealth Advisors in 2014, Jeremy was a mutual fund trading analyst at SEI Investments in Oaks, Pennsylvania.
Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a Bachelor's Degree from Bloomsburg University of Pennsylvania, a Financial Planning Certificate from the Petrocelli College for Continuing Studies at Fairleigh Dickinson University and holds his NASAA Series 65 License.
Outside the office, he enjoys running, fishing, reading and playing fetch with his dog Charley.
NAPFA Start Date
January 24, 2018
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