portrait of Jeremy Rich
FINANCIAL ADVISOR

Jeremy Rich

CFP®, AAMS™
195 S Broadway St #103, Orcutt, CA 93455opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Music
  • Spending Time with Family
  • Volunteering
  • Technology

Team Members

  • Christina Ferkel
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu Closed for Holiday
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(805) 934-7863

Fax

(888) 233-0988

Office Address

195 S Broadway St #103
Orcutt, CA 93455opens in a new window

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