Jeremy P. Hutzel,  CFP<sup>&reg;</sup> - Financial Advisor

Jeremy P. Hutzel, CFP®

CFA,

President

Sailer Financial, LLC

340 Seven Springs Way, Ste 710
Brentwood, TN 37027
FINANCIAL ADVISOR'S WEBSITE
(615) 370-1253 CONNECT WITH Jeremy
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General

Jeremy Hutzel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sailer Financial, LLC in Brentwood, TN and the surrounding communities.

Financial Advisor Overview

As President and Owner of Sailer Financial, LLC, Jeremy's primary responsibility is guiding clients through complex decisions on the path to financial independence. He also enjoys managing the investment portfolio, developing new relationships, and fostering company culture.

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Financial Advisor Experience

Jeremy began his career with Sailer Financial in 2005 working in investment research and portfolio administration. In 2012 he seized the opportunity to become co-owner with company founder Amy Chubbs, CFP® and took over day-to-day management of business operations and strategy. Over the next four years Sailer Financial grew tremendously, almost tripling in assets under management by February 2016 when Jeremy became sole owner through a strategic succession plan with Amy. Today, Sailer Financial gratefully manages wealth for a growing number of families, executives, entrepreneurs, and those living abroad with the support of an experienced team that - in addition to himself - includes two CFP® certificants, one CFA charterholder, and a Financial Paraplanner Qualified Professional™.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: CA, MS, TN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities Offered Through Securities Service Network, LLC., Member FINRA/SIPC. Fee Based Advisory Services Offered Through Sailer Financial, LLC., A Registered Investment Advisor

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources