Wealth Management
Wealth Management

Go beyond basic advice with a holistic and proactive approach to managing your entire financial plan to achieve life's goals.
Integrated Services
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.

Work With Plancorp
Business Solutions
Business Solutions
Business Solutions
- Corporate Retirement Plans
  A dedicated team to manage you company's 401(k) or Cash Balance plan. Full service with minimal fees.
- Business Succession Planning
  Create a succession plan that achieves your personal financial goals as well as sets your business up for long-term success.
- Institutional Asset Management
  Financial planning and investment management for nonprofits, endowments, and organizations.
The fiduciary excellence and trusted experience of Plancorp Wealth Management for individuals is also available to businesses and institutions.
Equity Compensation
Equity Compensation

Supercharge your most powerful employee benefit.
Make the Most of Your Equity

Thoughtfully managing key decisions can make a big difference in how much you ultimately gain.

Explore Our Services
Investing
Investing

Discover investment strategy insights from Plancorp's fiduciary experts.
Investing Strategy Build For Your Goals & Risk Tolerance

We harness the power of the market to help you reach your goals.

Explore Our Services
About
About
About Us
- About Us
  Learn more about Plancorp's history and how we can serve you.
- The Plancorp Team
  Find your next financial advocate.
- Our Process
  Move beyond basic financial advice with a plan crafted to align your wealth with your goals.
- Locations
  Local presence with nationwide reach
  Locations
  
  We serve clients nationwide in 44 states both in-person and virtually. Here are the local communities our advisors call home.
  
  Locations
  
  St. Louis
  
  Fresno
  
  Nashville
  
  Sarasota
  
  Bay Area
- Fee & Value Calculator
  Use our calculator to see the potential value of professional planning and get an idea of your annual advisory cost.
- Careers
  Find a career with Plancorp.
- InspireHer
  Helping empower women through education and impactful support.
- Community Involvement
  Giving back to the communities we serve and live in.
Don't just take our word for it.

Learn about the experience we strive to deliver every day with these reviews from real Plancorp clients.

Read Reviews
Resources
Resources
Resources
- Resource Center
  Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
- Blog
  Topical articles on today's financial trends and Plancorp's take on them.
- Frequently Asked Questions
  Find answers to common questions about how we operate.
Is your financial plan missing something?

Find out with our 2-minute plan analysis and get immediate insights crafted for your specific needs.

Start My Analysis
Client Login
Client Login

Jeremy Whitt portrait

Fresno, CA

Jeremy Whitt

CIMA®

Portfolio Administrator

Schedule a Consultation Take Financial Assessment

DEBUG (video not rendering) — video_type raw: "" | normalized: "null" | video_file.url: EMPTY | video_embed_url: EMPTY

About Me

A Tulare native and Clovis West graduate, Jeremy began working at Plancorp's Fresno office in 2015. Jeremy has his Certified Investment Management Analyst® credentials. He appreciates Plancorp's dedication to providing clients with quality service, as well as his coworkers’ wiliness to help him grow in financial knowledge. Outside of work, Jeremy enjoys spending time with his wife and dog, cooking, playing the keyboard, and watching movies. He also likes to work out, play corn hole, and go bowling.

Community Involvement

Celebration Church musician and band director

Education

National University, B.S. in Business Administration, with an emphasis in finance Heald College, Associate in Applied Science Degree, emphasis in accounting

What's My Plan Missing?

Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.

Take Our Free Analysis

Recommended Resources