"The crux of great planning is the application of strategies to dynamic client situations in an ever-changing financial backdrop. As advisors, this problem-solving requires a unique blend of science and art, approaching each case with the same scientific precision while creatively adapting recommendations to optimize the financial infrastructure."
As a Wealth Advisor at Mission Wealth, Jeremy Cumbee works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Jeremy delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Jeremy leverages his expertise to provide clients with tailored advice and guidance.
Learn About Jeremy Cumbee
Professional Background
Jeremy Cumbee is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® at Mission Wealth, based in Los Angeles, CA, specializing in comprehensive investment and tax planning for high-net-worth individuals. Jeremy started his career in 2017 at Integrity Financial in Malibu, CA, where he played a key role advancing the firm's wealth strategy and proprietary private equity platform. With a unique background in family office services, Jeremy excels at meeting client needs with bespoke planning solutions. He is passionate about architecting family financial structures, ensuring they align with unique dynamics and planning goals. At Mission Wealth, Jeremy collaborates closely with a team of in-house experts to ensure seamless coordination with clients' external advisors, including CPAs and attorneys. Jeremy holds a BA in Business Administration from Pepperdine University, where he graduated with honors.
Personal Pursuits
Jeremy and his wife Sabrina enjoy an active lifestyle, spending most weekends hiking or by the beach with family and friends. As a self-described amateur waterman, Jeremy has spent many hours surfing, fishing, diving, and paddling throughout California. With an insistent desire to learn and explore, he has begun training towards a private pilot license and has set sights on climbing Mount Whitney.
Community Impact
Volunteering has played a significant role throughout Jeremy’s life, from service trips to underprivileged communities in Mexico and eastern Kentucky to working with children on Skid Row. As a resident of Malibu, Jeremy has participated in fundraising events like the Malibu Triathlon and Malibu Downwinder in support of Children’s Hospital LA and Junior Guards. Beyond these opportunities to serve, Jeremy is passionate about discussing philanthropic planning to help client’s leverage impact through various planning strategies.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.