Jeremy J. Wakamiya
Financial Advisor
"We help people worry less about money"
About Jeremy J. Wakamiya
Jeremy has a diverse family background and extended global network. He has traveled extensively and loves meeting people from around the world. Jeremy has a passion for giving back and leaving places in better shape than when they were found. Jeremy is happy to apply his experience and effort to benefit the community that he loves and serves. He is also an outdoor enthusiast and avid fisherman.
Driven to achieve and contribute, yet fascinated by the softer sides of life and creativity; Jeremy has always had an appreciation for the Arts. As a youth, if not making a mess at the pottery wheel or smearing paint on canvas with his deluxe Bob Ross kit, Jeremy was tending to a budding passion for music. At a young age he learned to read music and play the piano, later taking up instruments such as the alto and tenor saxophone. Jeremy enjoyed and performed jazz at a high level while at Arden Middle School and Rio Americano High School, both in Sacramento. Jeremy is always seeking opportunities for adventure and exploration. When he is not hiking, fishing, or exploring the outdoors with his wife, Irma, and dog, Brie, he is often found volunteering his time.
Community Involvement
"[Jeremy] would define Allyship as the genuine pursuit of a deeper understanding of a, group or idea with the intent to actively support and champion them. Knowledge and understanding are good but Allyship requires the intentional use of knowledge to share and distribute Power and to Inspire others to act in support of others."
Here are some of the organizations Jeremy continues his allyship for;
Financial Executives International - Sacramento
Financial Executives International (FEI) is a leading association comprised of Members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry. FEI enhances Member professional development through peer networking, career management services, conferences, research and publications.
Friends of Sacramento Arts
Friends of the Sacramento Arts is committed to the complete restoration of arts education for all students in Sacramento County public schools by providing funding, mobilizing arts advocacy and developing strategic partnerships.
American River Parkway Foundation
The American River Parkway Foundation (APRF) leads and inspires the community to conserve and nurture the American River Parkway as a unique, accessible resource for everyone to enjoy.
Our Team, Our Expertise, Here to help you get the best.
We offer a wide range of products and advice centered around Insurance, investments, and Financial Planning. Talk to our team about the costs and benefits of financial planning. Together we can help you protect what you have, optimize for growth, and invest for the future. Here are some examples of what our Team can offer to your family.
- Needs-based Life, Disability, and Long Term Care Insurance
- Annual review of insurance coverage and coordination with employer benefits
- Ongoing insurance servicing needs (beneficiary updates, payment changes, etc.)
- Investment management, including portfolio construction, asset allocation and location strategies, tax loss harvesting, and rebalancing
- Semi-annual reviews of performance, strategy, and updates
We offer a wide range of products and advice centered around Recruiting, Retaining, Rewarding, and Retiring your top talent. Talk to our Team about compensation reviews, benefits packages, deferred compensation, and Key Person Insurance.
Business Planning
Estate Planning
Advisory Services
Disability Planning
Tax-Efficient Strategies
Business Risk Management
Investment Planning & Strategies
Retirement Planning & Income Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
