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Jeremy B

CFP®, Series 66

West Chicago, IL

Facet

Jeremy Belingon is a CFP® with three years of industry experience. He currently works at Facet and previously was with The Vanguard Group, Inc. for three years. Prior to his financial services career, he held positions in education and healthcare-related roles. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily for individual clients across a range of wealth levels. The firm utilizes model-based asset allocations with a focus on ETFs and employs technology-driven processes to support tax-optimized portfolio implementation and ongoing account management.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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