Jeremy G. Edge is a Certified Financial Planner who enjoys working closely with his clients through all phases of their life. He has been an advisor with Vesta since January 2020
Since inception Jeremy has been dedicated to his working with his clients through the good times and the more challenging times. Although new to Vesta, he has helped his clients understand the nuances of divorce planning, and helped a few of his clients find financial footing during and after they have gone through a divorce.
Jeremy joined Vesta because he has witnessed first hand the struggles of a tumultuous relationship that should of ended in divorce. While growing up both Jeremy’s parents, although deeply in love could not agree on, well, anything. They didn’t know where to turn for advice and the family couldn’t find peace until Jeremy’s mother sadly passed away at the age of 40. Being a member of a professional community is Jeremy’s way of bringing the resources and information necessary to people who are faced with these challenges and helping they make informed decisions that are not only best for themselves but also their family.
Jeremy is an alumni of Slippery Rock University and a Bachelor of Business Administration who concentrated in economics, finance, and international affairs. Jeremy is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, and has earned designations as a Retirement Income Certified Professional (RICP®) and a Certified Family Business Specialist (CFBS). With these advanced designations, Jeremy is also an Investment Advisor Representative, Registered Representative, and is licensed in life, accident, and health insurance.
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