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Jeremy O
Palm Desert, CA
FLC Capital Advisors
Jeremy Ofseyer is a financial advisor at FLC Capital Advisors with 12 years of industry experience. He has been associated with FLC Capital Advisors since 2013 and also operates the Law Office of Jeremy J. Ofseyer. Outside of his advisory and legal work, he is the sole owner and managing member of 7400H LLC, which manages a commercial property that partially leases office space to his firm. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities by providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm manages approximately $710 million in client assets with a focus on fiduciary duties, client-specific asset allocation, and risk tolerance, utilizing a mix of equities, fixed income, mutual funds, ETFs, and third-party managers.
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