Jeremy Cumbee CFP®

Senior Wealth Advisor

Based in Los Angeles, Jeremy helps individuals approaching retirement, small business owners, real estate professionals, tech employees, and multigenerational families coordinate investment, tax, and liquidity planning

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Jeremy Typically Helps

Individuals transitioning from work into retirement, small business owners, real estate professionals, tech employees with stock options, families planning across multiple generations, individuals navigating a business sale, property sale, or inheritance

Serving Clients in

Los Angeles • Malibu • Santa Barbara • Montecito • Thousand Oaks • Westlake Village • Communities throughout Southern California

Available nationwide through virtual meetings

Questions Jeremy Helps Answer

How can I coordinate tax and investments around a sale or inheritance?
How can I transition from wealth accumulation to retirement income?
How should I plan around stock options?
How should I manage liquidity after a major transaction?
How can my family coordinate decisions across generations?

As a Senior 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.

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.

—Jeremy Cumbee, Senior Wealth Advisor

Jeremy’s Frequently Asked Questions

What should I expect when I begin working with Jeremy as my financial advisor?

Clients can expect a detail oriented and educational approach focused on helping them make informed decisions. Jeremy and his team organize, prioritize, and execute, taking a family wealth planning approach that brings rigorous analysis to each client’s financial life while connecting them with specialists when needed. He communicates the reasoning behind recommendations and coordinates closely with attorneys, accountants, and other professionals.

Will I work directly with Jeremy, and who else may support my financial plan?

Jeremy will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Jeremy will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Jeremy if I live outside Los Angeles or my situation is not listed above?

Yes. Jeremy meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Jeremy Cumbee is a Senior 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 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.