After graduating from Arizona State University and working many years in the retirement income planning field with an Inc. 5000 company, Jeremy Mellberg founded Ocotillo Wealth Management with the goal to stand out from the crowd by providing high-level communication while focusing on client education in an effort designed to cultivate well-informed investors. As a Registered Investment Advisor, Jeremy believes that in an ever-changing global market where financial needs and suitable options for meeting investors’ objectives is rapidly evolving, there is only one constant: placing his clients’ interests first, ahead of his own, and doing right by them. In doing this, success will always prevail, because at the end of the day, his achievement as a financial advisor will be measured by the success of his clients.
Jeremy holds his Series 65 and is insurance licensed, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Jeremy is a Kiplinger contributor and has seen on ABC, NBC, CBS and FOX.
Jeremy resides in Chandler, Arizona, and is a third-generation Arizonan. He and his wife, Jessica, have three children: Anders, Mara, and Tenley. When he isn’t coaching his children’s sports teams, Jeremy enjoys traveling, hiking and fishing.