Jeremy Post, MBA, CFP®, is a Senior Financial Advisor at Vanguard, where they are dedicated to helping clients create better financial lives by providing personalized advice and strategies. They previously held positions at Charles Schwab as a VP - Financial Consultant and as a High Net Worth Specialist, building expertise in wealth management and financial consulting. Jeremy co-founded the Financial Planners Association and served as Treasurer for the Kappa Delta Rho Theta Chapter, demonstrating strong leadership and financial management skills. They earned a Bachelor’s degree in Finance from Purdue University and an MBA from Liberty University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices