Jeremy D. Gottlieb, MBA, RFC® is the Founder and President of Gottlieb Wealth Management. He has served as an independent financial planner for over 25 years, specializing in retirement income planning, wealth management, and financial planning. Prior to establishing his own firm, Jeremy worked with clients at a large regional firm and a national wealth management company.
Jeremy graduated from American University with a Bachelor of Science in Business Administration and went on to earn his Master of Business Administration from Ohio State University. His impressive professional background combined with an advanced education uniquely positions Jeremy to guide clients through even the most complex financial situations, understanding client objectives and life circumstances. Over his career, he has developed a disciplined, consistent approach that includes conservative investment and planning strategies aimed at achieving financial success while aiming to minimize costs and tax implications.
Originally from Cleveland, Ohio, Jeremy currently resides in Carlsbad, California with his wife, Veronique and their son, Xander. He is a passionate family man who always puts his wife and son first. Outside the office, Jeremy enjoys working out, playing golf, running, practicing yoga and coaching youth basketball and football. As an active member of his community, Jeremy serves on the board of the Boys and Girls Club and is involved with the other non-profit organizations as well as many industry organizations.