Jeremy has been in the investment advisory business since 2000. He started his career at Merrill Lynch and Citigroup before finally realizing that independence was very important to him. His passion for the industry began at a young age. At just 16 years old, along with the helpful guidance and encouragement of his father, Jeremy contributed the majority of his work paychecks to invest in his first IRA. Jeremy realized how valuable that life lesson really was by the time he graduated from college. He credits his father with teaching him the true value of a dollar and importance of investing in his future. He tells us his dad just forgot to tell him he couldn't touch the money until he was 59.5! Turns out, that was a good thing. Jeremy says his biggest compliment clients give him is that he makes things easy to understand when it comes to planning and executing a retirement plan.
Jeremy has the honor of being a Top 40 Under 40 Financial Advisor in the Country. In fact, he was number 1 in the state of CA two years running!* He graduated from San Diego State Universtiy with a degree in Business and later returned to school to earn his MBA. He has a Series 7, 66, and Life Health & Disability licenses.
With a focus on pre-retirement and retirement planning, Jeremy has built this business by helping Fortune 500 employees transition into retirement by educating them on their specific company plans and then using that information to retire at the best time specific to their plan rules and retirement objectives.
Jeremy enjoys golfing and tennis, as well as spending as much time as he can with his family: his wife, Catherine, their three young sons, Asher, Landon, and Beckham, and their Maltese, Riley.
*REP Magazine for advisors under 40 based on AUM.
Richard Gigliotti started his career in financial services way back in 1999 helping out a retirement radio show that focused on "The IRA Time Bomb". He was licensed in 2001 with his Series 7 and 63. He decided that tax and retirement planning was his true passion, so he passed his Series 65 in 2007, which would allow him to be a fiduciary for his clients. Rich also holds his Life Health & Disability license for the states of CA, TX, CO, and currently holds the professional designation of Retirement Income Certified Professional (RICP®).
Some of Rich's accomplishments include: Editorial Board two years in a row for a major tax guide that sold over 10 million copies! He was part of a tax desk that answered questions from financial advisors across the country. He also graduated from SDSU with a Bachelor of Science in Business Administration with emphasis in Finance. He decided to further his education and finished a 17 month Executive Financial Planning Program from SDSU in 2005 which allowed him to further his knowledge in corporate benefit plans. Rich often says that at one point in his career he knew over 50 company 401(k), pension, and medical plans. He now focuses on a handful of companies in the telecom, technology, energy, and defense areas.
Rich was influenced at a young age by his dad who was incredibly well versed and successful in the stock market. Unfortunately, Rich's first experience with the stock market was not what you'd expect being under the wings of such knowledge. His initial investments took place in 1999. What came next? I am sure you remember the year 2000. It was not just a millennium change, but the year the stock market took a huge hit. Rich had invested his life savings which was at that time, $15,000, from money he saved working part time during college. Rich definitely learned the hard way that there are no guarantees, and it made him realize timing was important. Rich attributes this lesson learned at such a young age in this business as something that motivated him to make sure his clients' investments are allocated correctly and that they understand the importance of the timing of distributions. When it comes down to it, Rich's true passion is helping people.
Rich enjoys spending time with his family, food & wine, and watching sports. He is married to his high school sweetheart, Joy, and they added two sons to their family, Lucas and Dylan.
RICHARD GIGLIOTTI, RICP
DIRECTOR OF OPERATIONS
Amanda graduated from San Francisco State University with a degree in Journalism and joined Capital Income Advisors in early 2018. She comes to CIA with prior operations and marketing experience through her tenure at an independent advisory firm in San Francisco and holding multiple positions in her sorority, Alpha Gamma Delta, most notably president.
Originally from Orange County, she recently relocated to San Diego with her long-time boyfriend. Amanda enjoys going to the beach, exploring the craft beer scene of San Diego, traveling and food.
Alex began his career in 2009. Even before that, Alex knew he wanted to work with people to make a tangible difference in their lives. He found his calling by becoming a trusted financial advisor.
In order to create individualized, detailed financial strategies for his clients, Alex takes a holistic approach to the financial process and looks at all aspects of his clients’ economic lives. He specifically focuses on retirement income planning, wealth management, legacy planning and long-term care strategies. He has a deep understanding of the benefit plans offered by Merck, Verizon, AT&T and Pfizer, and has worked closely with many of their employees as his clients.
Alex holds his Series 7 and 66 securities licenses, and has life insurance licenses in New York, New Jersey, Pennsylvania, Delaware, North Carolina, Florida and Maryland, serving clients primarily in the Northeast tri-state area. He graduated with a Bachelor of Science degree in finance from Manhattan College and is currently enrolled in Boston University’s CFP program.
Currently living in the Big Apple, Alex enjoys exploring all that New York City has to offer, playing basketball and spending time with his family and his Boston terrier, Oscar.
CLIENT RELATIONSHIP MANAGER
Mandy comes to CIA with prior administrative and marketing experience through her many years at Westfield Corporation, and her seasonal work with a local tax firm.
Originally from Phoenix, Arizona, Mandy moved to the San Diego area back in 1992, where she met her highschool sweetheart, Robert, whom she has been married to for 24 years now. Robert and Mandy have two adult kids, Brandon and Breanna, who now live in Arizona. Mandy enjoys singing karaoke, drinking craft beer and traveling when she can.