Jeremy Katz

Jeremy Katz, CFP®, currently serves as a Senior Analyst and Financial Planner at Commonwealth Financial Group since October 2020, focusing on fee-based financial planning for high-income families and business owners. Prior experience includes a role as a Wealth Management Associate at TIAA, where Jeremy specialized in comprehensive financial planning throughout retirement, and as a Financial Consultant at AXA Advisors, LLC, providing a wide range of wealth management and estate planning strategies. Early career experience includes positions in fixed income trading at Union Bank and internships at Hain Capital Group, LLC, and Sheridan Asset Management, LLC, where foundational knowledge in distressed debt and financing was developed. Jeremy holds a BA in Political Science from The Ohio State University and has educational experience from Trinity College Dublin and the University of Colorado Boulder.