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D. Jeremy Pugliese, CExP

D. Jeremy Pugliese, CExP

Financial Advisor


Jeremy is a Financial Advisor who specializes in helping small business owners create a financial plan for their future. Born in  historic Hudson Valley New York, it was there that Jeremy gained a wide range of business experience. As a young entrepreneur, Jeremy started his first business at 19. He spent the next fifteen years managing and operating his family’s plumbing supply company. Over the course of that time, Jeremy learned first-hand the trials and tribulations small business owners face every day. Before reinventing himself in the field of finance, Jeremy founded and sold four additional companies.

Since joining International Planning Alliance, LLC Jeremy has worked with many business owners, specializing in the areas of: Business Continuity Planning, Partnership Negotiations, Business Exit Planning and Employee Retention Planning. Jeremy and his team are dedicated to ensuring clients experience the highest level of service based on a foundation of integrity, confidence, and security.

Series 7 & 66 Life, Accident & Health Licensed.  Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0L01672