Broker Check

FORM Prosperity Wealth Advisors, LLC - Chandler, AZ

 
1490 S. Price Rd Chandler, Ste #105, Chandler, AZ 85286
480-382-FORM (3676)
Jeremy McClymonds, CRPC®

Jeremy McClymonds, CRPC®

Owner | Financial Advisor

I was born into complex family dynamics that taught me at an early age the importance of family and of proper financial and retirement planning.  I’m an Arizona native who grew up in Alaska because my father wanted adventure in the last frontier.  It was in Alaska where I received the foundation of conservative asset management while working on the management of a half a billion fixed income portfolio for one of the largest banks in Alaska.  A degree from the University of Alaska Anchorage in Finance solidified my future in finance.  Later I obtained further education and earned the Chartered Retirement Planning Counselor (CRPC®) designation by completing intensive training offered through the College for Financial Planning®.  This training program covers many important investment planning concepts, including asset management, estate planning and retirement planning.  CRPC® professionals must also pass a rigorous examination and sign a code of ethics.  Acting as a trustee and managing the health and finances of aging parents, I personally understand the value of planning.

I reside in Chandler with my wife Sheila where you will frequently catch us out enjoying various events and activities in our community.  In my free time, you will find me enjoying our grandchildren, working out or engaging in multiple hobbies, such as: collecting cards, comics, coins or movie memorabilia.  As an avid movie buff, you will also find me at the theatres often.  Proud to support my community and local businesses, I'm a former Chandler City Councilmember and I continue to give back my time by serving a couple charitable organizations as a Chandler Compadre and Kiwanian.