Jeremy Rhen is a Wealth Advisor at SAX Wealth Advisors. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), professionally certified by the CFP Board, and holds his NASAA Series 65 License. He has over a decade of investment management experience including his time as a Mutual Fund Trading Analyst at SEI Investments prior to joining SAX in 2014. In addition to his position at SAX Wealth Advisors, Jeremy is also the treasurer for the Pennington Business and Professional Association, which supports small businesses throughout the Hopewell Valley.
Jeremy provides customized portfolio management, ongoing financial planning, and personalized tax strategy recommendations for his clients. Jeremy has a passion for behavioral finance and believes in instilling those beliefs in his clients in order to maximize long term financial success. He specializes in working with executives (especially in the pharmaceutical industry), closely held business owners and high-net-worth families to ensure that they are on track to achieve their goals, regardless of where the market is headed.
Jeremy holds a Bachelor’s Degree in Business from Bloomsburg University and completed his financial planning certificate at Fairleigh Dickinson University. Jeremy resides in Pennington, NJ with his wife, their son, and their dog. He enjoys cooking and spending time on Long Beach Island where he explores his many interests including running, fishing, and reading.