Jeremy Runnels (CFP®)

Jeremy Runnels focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Real Estate Investments
  • Women's Financial Planning Issues

Planning Specialties

When a transition occurs, you deserve a catalyst to financial empowerment. As a fee-only financial advisor at West Coast Financial, I focus on providing wealth management strategies to high net worth individuals in transition who are planning for, or currently experiencing, a life-changing event, such as divorce, loss of a spouse, or retirement. Through deep, meaningful relationships, and a holistic approach, we partner with our clients to understand their unique goals and empower them to take control of their finances.

Additional Information

Originally from
Southern California

Hobbies
Being active, skiing, cooking, film, relishing in California's food and wine scene and enjoying the outdoors.

Favorite meal
The one I’m sharing with great people, great food, and great wine.

Something about WCF that makes me proud
The fact that we measure success by the depth of our relationships.

NAPFA Start Date

February 28, 2018

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This Office

8910 University Center Ln Ste 400 San Diego, CA 92122-1025 Phone: (858) 333-6133

Other Offices

520 Broadway, 2nd Floor Santa Monica, CA 90401-2420 Phone: (805) 962-9131