Jeremy Sorci, CFP®, AFIM™

Principal, Advisor

Jeremy Sorci brings a wealth of expertise and a steadfast commitment to excellence to Premier Financial Group. In addition to directly serving our clients, he is our Chief Compliance Officer and Director of Business Development. 

With 16 years of comprehensive experience in investments, coupled with a background in trust administration and fiduciary responsibilities, Jeremy is a trustworthy partner for clients seeking transparent financial guidance.

Education & Background

• Bachelor of Arts, Studio Art, Humboldt State University, 2001
• M.B.A., Humboldt State University, 2003
• Operations Coordinator, Bank of Stockton Trust & Investment Group, 2005-2006
• Investment Portfolio Manager, Bank of Stockton Trust & Investment Group, 2006-2012
• CFP Certification Professional Education Program, College for Financial Planning, 2016
• Advisor, Premier Financial Group, 2012-present

Credentials & Certifications

• CERTIFIED FINANCIAL PLANNER^® Certification, 2016
• Accredited Fiduciary Investment Manager^™ Certification, 2009

Specialties

Jeremy connects with clients about their financial goals, concerns, and fears. His empathetic approach allows him to provide clients with the context they need to make sound decisions. Jeremy’s dedication extends beyond client interactions, nurturing fellow team members to become proficient advisors themselves, as well as fostering a culture of continuous learning and growth within Premier Financial Group.