Jeremy Witbeck

Jeremy D. Witbeck, CFA, CFP®, MBA, is a seasoned professional in the financial industry.

He currently serves as a Partner at Polaris Wealth Advisory Group, LLC, an SEC Registered Investment Advisor that operates on a fee-only basis.

Jeremy's expertise lies in customized portfolio management, private wealth management, and financial planning, all while offering personalized attention and fostering lasting client relationships.

He holds an MBA in Financial Planning from California Lutheran University and graduated Magna cum laude with a Bachelor of Science in Accounting from the University of Arizona, Eller College of Management.

Jeremy's professional journey includes roles such as Senior Adjunct Professor at California Lutheran University, Director and Portfolio Manager at Polaris Wealth Advisory Group, Manager of Strategy at Farmers Insurance, and Senior Financial Analyst at Sempra Energy.

His expansive experience and notable educational background make Jeremy a standout figure in the finance and investment field.