Jeremy Mocek
CFP®, APMA®
Wealth Advisor and Manager of Financial Planning
Education and Accreditations
- Bachelor of Arts in Russian, East European, and Eurasian Studies from The University of Texas at Austin
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Portfolio Management AdvisorTM
Expertise
As a Wealth Advisor, Jeremy is known for his methodical and articulate approach to presenting complex financial plans. His communication style focuses on education and collaboration, helping clients develop actionable and understandable plans that align with their personal definition of financial success.
Jeremy’s comprehensive expertise encompasses advanced investment strategies, sophisticated estate planning, and complex philanthropic initiatives, while he serves as the firm’s internal expert in comprehensive insurance analysis. Through his studies, Jeremy has developed a passion for Russian and Eastern European culture, from social organization to politics to economics. These historical lessons provide a unique perspective within the firm on advising clients and helping them achieve their personal goals.
In addition to his role as a Wealth Advisor, Jeremy serves as the financial planning coordinator, where he ensures delivery of expert financial plans and develops the technical skills of planners. He actively seeks out new technologies and innovative planning strategies to enhance the team’s capabilities, ensuring clients benefit from the most current resources and methodologies available in the industry.
Things to know about Jeremy
What role does education play in effective wealth management?
“Education is the engine of effective wealth management. Markets change, tax laws evolve, life goals shift—and education is what turns uncertainty into informed, confident action. In my experience, the clients who achieve the best outcomes aren’t the ones who chase the highest returns; they’re the ones who understand what they own, why they own it, and how each decision ties back to their goals.”
What books do you enjoy reading most?
“Military history.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.