Jeremiah Griffith, CFP®

Associate Wealth Advisor
San Francisco, California

Designations and Licenses


Experience and Education

Jeremy supports a wealth advisory team that provides personalized financial solutions to help clients meet their needs and objectives. He assists with financial planning, tax preparation, investing, reporting and a variety of projects.

Prior to joining the firm, Jeremy worked as a planning and operations associate for Authent Advisors and as a paraplanner for another wealth management firm. He also served in the Army National Guard from 2011-2017.

He has a bachelor’s degree in animal science and minors in chemistry and business from Texas Tech University and a master’s degree in personal financial planning from Texas Tech University. He is a member of the Financial Planning Association.

Personal Interests

Jeremy is an Arsenal FC supporter and enjoys golfing.

Jeremy’s Office

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