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Jeremy D. Witbeck, CFA, CFP®, MBA

Jeremy d. witbeck, cfa, cfp®, mba

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location of Jeremy D. Witbeck, CFA, CFP®, MBADallas-Fort Worth Metroplex
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  • Timeline

  • About me

    Partner & Vice President, Business Development

  • Education

    • California lutheran university

      2007 - 2008
      Mba financial planning

      Activities and Societies: Beta Gamma Sigma

    • University of arizona, eller college of management

      -
      Bachelor of science accounting magna cum laude

      Activities and Societies: Beta Alpha Psi

  • Experience

    • Sempra energy

      Jun 2006 - Mar 2010
      Senior financial analyst

    • California lutheran university

      Oct 2008 - now
      Senior adjunct professor

    • Farmers insurance

      Mar 2010 - Oct 2012
      Manager of strategy

    • Gould asset management

      Oct 2012 - Feb 2014
      Portfolio manager

    • Rwa wealth partners

      Mar 2014 - Sept 2017
      Director

    • Rwa wealth partners

      May 2022 - now

      • Vice President of Business Development

        Nov 2023 - now

      • Member Board of Directors

        May 2022 - now

      • Partner

        Oct 2017 - now

      • Senior Vice President of Sales & Operations

        May 2022 - Nov 2023

  • Licenses & Certifications

    • Chartered financial analyst (cfa)

      Cfa institute

    • Certified financial planner (cfp®)

      Cfp board

    • Series 65

      Financial industry regulatory authority (finra)