Jeremy Mocek
CFP®, APMA®
Financial Planner
Education and Accreditations
- Bachelor of Arts in Russian, East European, and Eurasian Studies from The University of Texas at Austin
- CERTIFIED FINANCIAL PLANNER® professional
- APMA®
Expertise
Among Jeremy’s career accomplishments, he is particularly proud of work he performed in the building of a planning process for a network of advisors across the U.S. With CFP® and APMA® certifications, he strongly values financial education and makes it a priority that each client stays well informed and ready to take full advantage of their opportunities.
Evidenced by his studies, Jeremy has a passion for Russian and Eastern European culture. From social organization to politics to economics, those historical lessons provide a unique perspective on assisting Slaughter Associates’ clients in achieving their personal goals. Combined with many years of experience as a planner and advisor with various RIAs, Jeremy approaches client portfolios with a worldly view and a strong desire to serve. In particular, he provides expertise in investment planning, estate planning, and philanthropic planning.
Things to know about Jeremy
If you wrote a book, what would be the subject?
“Rock music through the ages.”
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.