Jeremy Pomer, CFP®, CRPS®

Senior Plan Consultant at 401(k) & 403(b) Fiduciary Advisors, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
San Jose, California, United States, US
Skills

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Credentials

  • CFP
    -

Experience

  • 401(k) & 403(b) Fiduciary Advisors, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Plan Consultant
      • Oct 2016 - Present

      Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra AS and Kestra IS are not affiliated with 401(k) & 403(b) Fiduciary Advisors, Inc. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra AS and Kestra IS are not affiliated with 401(k) & 403(b) Fiduciary Advisors, Inc.

  • 401(k) Advisors
    • Financial Services
    • Senior Plan Consultant
      • Jun 2011 - Jan 2017

      401(k) Consulting 401(k) Consulting

  • Financial Telesis Inc.
    • Financial Services
    • 1 - 100 Employee
    • Plan Consultant 401(k)
      • Aug 2009 - Aug 2014

      401(k) Plan Consultant 401(k) Plan Consultant

  • Paychex
    • United States
    • Human Resources Services
    • 700 & Above Employee
    • Senior Sales Consultant 401(k) Plan Sales
      • Mar 2003 - Aug 2009

      401(k) plan sales 401(k) plan sales

Education

  • University of San Diego
    B.B.A., Business
    1998 - 2000
  • Kaplan Schweser
    CFP®, CERTIFIED FINANCIAL PLANNER™
    2010 - 2011
  • College for Financial Planning
    CRPS®, CHARTERED RETIREMENT PLANS SPECIALISTSM
    2009 - 2010
  • San Diego State University
    1995 - 1997
  • Los Gatos High School

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