Jeremy Bok

Senior Wealth Advisor
CPA, CFP®, PFS, AIF®, CPFA

The Professional Me

Jeremy is a senior wealth advisor and Certified Public Accountant (CPA) who helps our clients manage their financial and tax goals through a comprehensive approach to investment and risk management, estate and financial planning, and general financial consulting. Jeremy develops personalized strategies for each client with the careful eye of an auditor, making sure plans remain on track to pursue individual client goals.

Jeremy is a member of the Ohio Society of Certified Public Accountants (OSCPA) and the American Institute of Certified Public Accountants (AICPA). He formerly served as the president of the board of the Cleveland Christian Home and vice president of the board of the Community Care Network. He has also served as the chairperson for the Technical Forum Committee in the Cleveland Chapter of the Ohio Society of Certified Public Accountants for three years. He earned his Bachelor’s degree in Accounting & Finance from Baldwin Wallace University.

Professional Designations & Credentials

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • AICPA Personal Financial Specialist (PFS)
  • Accredited Investment Fiduciary® (AIF®)
  • NAPA Certified Plan Fiduciary Adviser (CPFA)
  • FINRA Series 7 and 66 securities registrations held through LPL Financial
  • Life, Disability, Long Term Care & Health Insurance licenses

The Personal Me

Jeremy has long taken a “3-D” approach to life and work, having mastered diligence, determination, and discipline at an early age. Growing up as a PK (Pastor’s Kid) in a family of seven—sharing with his siblings, being in the church spotlight, and working with what they had shaped his values, perspective, and work ethic. As a result, he approaches life outside of work with the same passion and focus he brings to helping clients pursue their financial aspirations.

A self-described Weekend Warrior, when he’s not RVing across the country, he can usually be found working on any number of home improvement projects. He also enjoys watching and playing a broad range of sports as well as jet skiing, obstacle running, and riding the roller coasters at Cedar Point. Jeremy resides in Avon with his wife, Jackie, and their three daughters.

Little known fact: Jeremy held his high school football record for “longest field goal” for 11 years, from 1993 - 2004.

See Another Side of Me
See the Professional Me

Contact Information:

Phone: 440.740.0130 x227

Email: Jeremy@PlannedFinancial.com

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