“The most important thing we can do to make a difference in people’s lives is to treat them well,” says Jeremy Dicker as he states the simple yet powerful credo that has guided his financial services career. “It starts with carefully listening to people’s stories and helping them achieve what they set out to accomplish,” he explains.
As a Founding Partner of One Wealth Management, a boutique financial services firm based in Santa Monica, is acutely aware of putting people first. Jeremy’s vision has always been to help clients by implementing comprehensive financial planning, asset management and insurance strategies, within an ultra-high-touch environment, in which every client is made to feel as important as they really are. One Wealth is the realization of that vision, and it justly makes him proud. Unafraid to push boundaries, Jeremy sets the bar high for himself and his team: “Our goal is to do a better job at servicing the client than anybody else,” he says.
Jeremy openly shares that he experienced hardship at a young age. But it is precisely those experiences that shaped his drive and motivation. He started in the industry the day before his eighteenth birthday, moved out on his own, and worked his way to the top while going to college.
“I consider myself fortunate to be capable, able-bodied and able-minded, and in a position today to help people through my work,” he says. “I have a deep-seated desire to make sure we take the very best care of our clients.”
Jeremy’s passion for helping others extends beyond One Wealth. He is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports. Jeremy is particularly interested in helping the disadvantaged get a fresh start, making sure children are not mistreated, and advancing financial literacy in Los Angeles and beyond.
Jeremy is a member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA), the Entrepreneurs’ Organization, and is a Los Angeles Five Star Wealth Manager* which is awarded to the top advisors in the city. He resides in Playa del Rey with his wife, Brandi and their two kids.
*To receive the 2014 Five Star Wealth Manager award, researched and managed by Five Star Professional, award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, and a favorable regulatory and complaint history. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. For more information on the Five Star Wealth Manager and the research/selection methodology go to: fivestarprofessional.com. Wealth managers may or may not use discretion in their practice therefore may not manage their clients’ assets.
Jeremy Dicker is a registered representative of, and offers securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4695 MacArthur Court #1000, Newport Beach, CA 92660 949-660-1717. One Wealth Management Financial and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.