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Jeremiah J

CFP®, ChFC®, Series 66

Seattle, WA

Columbia Strategic Wealth Advisors, LLC

Jeremiah Job is a CFP® and ChFC® with 15 years of industry experience, currently serving as the sole advisor at Columbia Strategic Wealth Advisors, LLC since 2020. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He also works as a strategy consultant at Kaiser Permanente of Washington Health Plan, focusing on analytics and capital budget reporting. Columbia Strategic Wealth Advisors is an independent firm providing financial planning and investment management to individual clients, emphasizing a non-discretionary, personalized approach that incorporates various analysis methods and a range of planning engagement options.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning College savings (529s, UTMA, etc.) Executive Founder/Business Owner Mid-Career Professionals Approaching retirement Young Families
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