Registered Investment Advisor Firm adds CFP®
Eureka, CA: Jeremy Sorci, Financial Advisor at Premier Financial Group, has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), one of the most highly regarded credentials in the financial advisor industry.
Jeremy grew up in Humboldt County and attained his MBA in 2003. He began his career in investment management and trust administration at the Bank of Stockton Trust & Investment Group, where he earned the advanced certification of Accredited Fiduciary Investment Manager™. In 2012, Mr. Sorci returned to Humboldt and joined Premier Financial Group, an SEC-registered investment advisor firm.
As an advisor at Premier Financial Group, Jeremy works directly with clients to assist them in reaching their financial goals. He focuses on retirement planning and investment allocation, and collaborates with attorneys and tax advisors on his clients’ behalf.
Sorci notes that “For over 10 years, I’ve helped a wide range of clients discover their own path to financial peace of mind. The CFP® board's comprehensive approach to financial planning adds significantly to my expertise, and I am excited to offer this level of expert and ethical guidance to our community. Being a CFP® means I’ll continue my education in constantly evolving areas such as investments, tax issues, estate planning, and retirement planning. CFP® credentials serve as the recognized standard of excellence for competent and ethical personal financial planning; this is very important to my clients as I help them manage their life’s hard work and savings.”
President of Premier Financial Group, Ginger Weber, CFP® says, “As a firm that has had a long-time commitment to the CFP® credential, we couldn’t be more gratified to have Jeremy achieve this important milestone, which sets the highest industry standard as a fiduciary wealth management advisor.”
About Premier Financial Group: For more than 26 years, Premier Financial’s team of Certified Financial Planning® professionals and wealth advisors have worked with individuals, families, foundations, and company retirement plans to provide investment management and financial planning services. As SEC Registered Investment Advisors, we are fiduciaries to our clients, whether providing investment management, retirement planning, tax guidance or estate planning. (707) 443-2741. www.PremierFinancial.com
Premier Financial Group
John Shermer, Director of Business Development