Jeremy Dicker is the Founder and CEO of One Wealth Management and is acutely aware of putting people first. He says, “The most important thing we can do to make a difference in people’s lives is to treat them well.” That simple yet powerful credo 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. Jeremy’s vision has always been to help clients by implementing comprehensive financial planning and asset management strategies, within an ultra-high-touch environment, where every client is made to feel as important as they really are. One Wealth Management is the realization of that vision, and as such, 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 serving the client than anybody else,” he says.
Jeremy openly shares that he experienced hardship at an early age, but it was precisely those experiences that shaped his drive and motivation. He started in the financial services and insurance industry one day before his eighteenth birthday. He moved out on his own and worked his way to the top all while attending college.
Jeremy considers himself fortunate to be capable, able-bodied and able-minded, and in a position today to have an impact on people through his work. He has a deep-seated desire to make sure that One Wealth Management takes the very best care of their clients.
Jeremy’s passion for helping others also extends beyond his professional business. He is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he believes in. 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.
In 2018, Jeremy was one of just a few trailblazing professionals who made the “Most Influential Wealth Managers In Los Angeles” list. The professionals on this list, and the financial institutions they represent, genuinely prepare your entire family for financial stability and fiscal comfort for generations to come, and offer highly personalized solutions for estate planning, investing, charitable giving, and other specific needs.
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* (2014, 2015 & 2016) which is awarded to the top advisors in the city. He resides in Playa del Rey, CA with his wife, Brandi and their two kids.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Check the background of this investment professional on FINRA’s BrokerCheck.
*To receive the 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 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.