"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
“It is good to have an end to journey toward; but it is the journey that matters, in the end.” - Ernest Hemingway
Jeremy Kovacevich, CFP® is the Director of Financial Planning and a Wealth Advisor with previous financial planning and office management experience. Jeremy works in an advisory capacity to facilitate ongoing wealth management services for HoyleCohen clients and is a key member of the Financial Planning Department. He compliments the firm’s planning-centric approach to wealth management and offers a well-versed style to address clients’ financial needs and goals.
Prior to entering the financial services industry, Jeremy worked in Santa Barbara as the office manager for a non-profit organization and family investment partnership. He was responsible for managing the companies’ budgets and financial projections. After nine years, Jeremy and his wife relocated back to San Diego where he was born and raised. Upon his return, he worked for a local financial planning firm as a Financial Planner for several years before finding his permanent home with HoyleCohen in 2012.
“I enjoy my role at HoyleCohen, because I have the opportunity to see the rewarding impact my work has on individuals and families. My mission is to always be a trusted resource, problem solver, and expert for our clients.”
Jeremy holds his Bachelor of Arts degree from the University of California at Santa Barbara (UCSB) and earned his Masters in Business Administration from California Lutheran University. Jeremy holds the Certified Financial PlannerTM (CFP®) designation and is an active member of the San Diego Chapter of the Financial Planning Association (FPA), leading the FPA NexGen’s local chapter.
When Jeremy is not at the office, he enjoys spending time with his wife and daughter; all three are avid San Diego sports fans. In addition, he appreciates reading, outdoor recreation, and travel.