Jeremy Whitt portrait

Fresno, CA

Jeremy Whitt

CIMA®

Portfolio Administrator

Team Member Details

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

Planning with Purpose

Integrated Services

We take a holistic and comprehensive approach to your finances—from planning and investing to estate and tax strategies—so you can move toward your goals with clarity and confidence.

client-guide-img copy

Your Guide to a Better Advisor Experience

At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.

Want to learn more?

Find out how Plancorp's financial firm is different than the other firms you're used to.