Silicon Valley NAIFA Sales Congress 2018

“The most important thing we can do to make a difference in people’s lives is to treat them well,” says Jeremy Dicker as he states the simple yet powerful credo that has guided his financial services career. “It starts with carefully listening to people’s stories and helping them achieve what they set out to accomplish,” he explains.

As a Founding Partner of One Wealth Management, a boutique financial services firm based in Santa Monica, is acutely aware of putting people first. Jeremy’s vision has always been to help clients by implementing comprehensive financial planning, asset management and insurance strategies, within an ultra-high-touch environment, in which every client is made to feel as important as they really are. One Wealth is the realization of that vision, and it justly makes him proud. Unafraid to push boundaries, Jeremy sets the bar high for himself and his team: “Our goal is to do a better job at servicing the client than anybody else,” he says.

Jeremy is a member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA), the Entrepreneurs’ Organization, and is a Los Angeles Five Star Wealth Manager* which is awarded to the top advisors in the city. He resides in Playa del Rey with his wife, Brandi and their two kids.

Kelly started his career in financial services in 1987.  In 1993, he founded Pacific Advisors and has grown the firm from a small Southern California firm to a statewide practice with more than 200 staff and financial professionals as well as 3,000 active brokers.   Kelly is a member of the Top of the Table with MDRT. 

Pacific Advisors was ranked by Guardian's most recent reports to be their number-one brokerage firm in the nation and their third-largest premium agency.  Recently, Pacific Advisors also earned the distinction of being one of the top 250 international firms by GAMA International, which recognized Kelly for his excellence in management and contributions to the growth and vision of the insurance and financial services industry as a whole.