Jeremy Kovacevich
Wealth Advisor & Partner @ Kaiyo Wealth in San Diego, CA
- Role
- Partner & Wealth Advisor Kaiyo Wealth at Kaiyo Wealth
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jeremy Kovacevich
For more than a decade, I\'ve had the honor & opportunity to work with successful individuals and families to help them achieve their life goals through comprehensive wealth management. As a result, clients better understand their wealth and gain clarity into their most relevant opportunities & risks, culminating in a deep knowledge of their balance sheet and values. Clients & colleagues view me as a trusted source of information, a problem solver and financial/investment expert. My passion for financial planning goes beyond the office. I\'ve enjoyed numerous leadership roles in the professional community and support young planners in their pursuit of CFP® accreditation and wealth management as a career. When I\'m not working, I enjoy spending time with my family, traveling, reading, hiking & yoga.
Experience
Partner & Wealth Advisor Kaiyo Wealth
Aug 2024 — Present · San Diego, CA, US
Education
California Lutheran University
Master of Business Administration, Financial Planning
2008 — 2009
UC Santa Barbara
B.A., Cultural Anthropology
2001 — 2005
Skills
- Financial Planning
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Asset Management
- Tax
- Wealth Management
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