Jeremy D. Witbeck

Jeremy D. Witbeck, CFA, CFP®, MBA is a highly experienced professional who has held various leadership roles in companies such as RWA Wealth Partners, California Lutheran University, Gould Asset Management, Farmers Insurance, and Sempra Energy. Currently serving as Vice President of Business Development, Board Member, Partner, Senior Adjunct Professor, and Portfolio Manager, Jeremy's expertise in finance and operations has been instrumental in their career progression. With a strong educational background in both MBA in Financial Planning and Bachelor of Science in Accounting, Jeremy continues to excel in their field.