Jeremy C. Walter, CFP®, CKA®
Founder, Certified Financial Planner™Fident Financial, LLC
Areas of Concentration
Asset Allocation, Cash Management and Budgeting, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Social Security Planning, Socially Responsible Investments, Sudden Wealth Management, Wealth Management, Young Professionals
Office Location
Fident Financial, LLC
1 Thunder Lane
Lancaster, PA 17602
Description
Jeremy is the founder of Fident Financial, LLC - a fee-only registered investment advisor in Pennsylvania. He`s been a financial advisor for over 10 years, and in early 2017 started his own firm. Fident helps clients clarify their values and calibrate their wealth.Licensed in these states: PA
