D. Jeremy Pugliese, CExP, WMCP, RICP
D. Jeremy Pugliese is a Financial Advisor with Planning Alliance. Jeremy assists business owners in designing and implementing optimal financial plans. His areas of expertise are business continuity planning, partnership negotiations, business exit planning, and employee retention plans. He and his team are dedicated to ensuring clients experience the highest level of service based on a foundation of integrity, security, and follow-through.
Jeremy joined the firm in 2015. He started his first business at 19 while managing and operating his family’s plumbing supply company. In that time, Jeremy learned first-hand the trials and tribulations that business owners face every day. Before pivoting to a career in finance, Jeremy founded and sold four additional companies.
Jeremy is an industry thought leader. He has published articles on business planning and income protection. He has appeared on the Why We Plan podcast discussing exit planning approaches and has been a BEI conference speaker on exit planning.
Jeremy holds the following designations: Wealth Management Certified Professional (WMCP) and Retirement Income Certified Professional (RICP) from The American College of Financial Services as well as Certified Exit Planner (CExP) from the Business Enterprise Institute (BEI).
Outside of work, Jeremy and his wife Ginny enjoy hiking and are active volunteers of the R.Y.A.N. Foundation, a non-profit based in their hometown that develops youth programs to create awareness about the disease of addiction.
Registered Representative and Financial Advisor of Park Avenue Securities,LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L01672.