Jeremy is top of class, when it comes to customer service level, very comfortable, confident, reassuring business relationship from us the customer with him as our advisor… Can’t say enough about how much we appreciate his insight, knowledge, availability, and style of communication for all of our needs regarding our investment accounts management. He honestly gives us just such great comfortable feelings with all the strategic planning and communication that he does with us, and his demeanor and personality is just a bonus on top of everything else he brings to the table… I just hope that somebody in the Mission Wealth organization gets to read this and acknowledge him for everything that he’s done for us, Dave & Dan Kallal! Thank you, Jeremy and we both hope that Mission Wealth never assigned another advisor in the near future and then we get to keep you for as long as possible!!!
Jeremy Cumbee CFP®
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
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?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’s Frequently Asked Questions
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.
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.
Request an Introduction to Jeremy Cumbee
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor