Geremy Zezini


I partner with individuals, families and business owners to understand their goals, create a personalized plan and provide investment solutions.  In my role a Senior Wealth Advisor, I deliver financial advisory services, retirement planning, risk management, and business succession planning.  


California State University-Sacramento; Bachelor of Arts, International/Intercultural Communications

College for Financial Planning; Chartered Retirement Planning Counselor (CRPC®)


In the community

Veteran, United States Navy