Jeremy J. Fields, CFP®, AIF®, RF™, FBS®

Jeremy’s (JJ’s) role with FMB Wealth Management and FMB Retirement Services is coordinating the financial needs of high net worth individuals with an emphasis on educating business owners and their employees on the benefits of retirement plans. His disciplined advisory process helps deliver valuable solutions to businesses of all types and sizes. JJ also performs as FMB’s Chief Technology Officer in making sure that the firm’s technology provides an outstanding client experience.

JJ’s financial career started with FMB Wealth Management in 2006 while he was in college at the University of San Diego. After receiving his bachelor’s degree in Business Administration, he had the opportunity to start a swim school in San Diego. This unique experience provided a valuable perspective on the struggles of a business owner. After selling his swim school in 2012, he joined FMB Retirement Services to head the retirement division. His accreditations include being a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and a Registered Fiduciary (RF™).

JJ’s free time is spent with his loving wife, his beautiful daughter, and 2 dogs, Kona and Levi. He enjoys the outdoors. Mountain biking and surfing are favorite activities, as is tinkering in his garage. His free time is also spent working for The Tom Fields Memorial Foundation which is dedicated to providing access to bikes and outdoor equipment to underprivileged youth.