Jeremy D. Gottlieb, MBA, RFC ® is the Founder and President of Gottlieb Wealth Management. He has served as an independent advisor for over a distinguished 25 year career. His recognition is specializing as a retirement income strategist, financial planning, and wealth management. Jeremy values dedication, discretion, reliable perspective, and markets expertise. He is dedicated to providing financial solutions to his clients complex matters seeking productive results. His vast knowledge of the financial industry and personalized approach and strategic design for his clients financial lives, along with his reputation for first class service and exceptional counsel, has allowed Jeremy to be an professional asset to his clients.
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 professional background combined with an advanced education positions Jeremy seeking to guide clients through the most complex financial situations, understanding clients’ objectives and life circumstances. Over his career, he has developed a disciplined, consistent approach that includes conservative investment and planning strategies aimed toward allowing clients financial independence while minimizing costs and tax implications. Jeremy 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. Jeremy enjoys working out, playing golf, and coaching youth football and basketball. As an active member of his community, Jeremy serves as the President and Chair of the board of the Boys and Girls Club of Carlsbad, and member of the President’s club for the Ohio State University, the President’s Circle for the USGA, as well as mentoring business students, and is involved with several other non-profit organizations as well as many industry organizations.