Jeremy David
Planning Expertise for Successful Entrepreneurs
- Role
- Principal at Just Peachy Business Plans
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jeremy David
I help my clients build wealth with real estate. Usually the largest part of a family’s net worth is real estate, i have proven ways to build that kind of wealth. With over 18 years of experience as a business and financial advisor, I have the expertise and credentials to design and implement plans that help my clients build wealth.My core competencies include wealth planning, tax minimization, business valuation, and retirement strategies.
Experience
Principal
Aug 2023 — Present · Austin, TX, US
Co-owner of Just Peachy Business Plans. Providing consulting for small business including comprehensive business plans.
Education
The American College of Financial Services
CLU
McCoy College of Business at Texas State University
Master of Business Administration - MBA, MBA
2020 — 2022
Texas State University
Bachelor of Arts - BA, Sociology
2020 — 2020
The American College of Financial Services
CFP
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