Founder and CEO
One Wealth Management
ASSETS UNDER MANAGEMENT: $350 million
Born and raised in Southern California, Jeremy Dicker found his career in wealth management at the young age of 17. Now, 25 years in the business, he continues to add tremendous value to his clients, advisors, and staffs personal, professional, and financial lives. In 2012, Dicker founded One Wealth Management with the sole intention to bring more value to his current and future client base, by expanding the day-to-day financial services he had already provided.
Dicker’s vision has always been to help clients by implementing comprehensive financial planning and asset management strategies, within an ultra-high-touch environment. He is acutely aware of putting people first. He has said that, “The most important thing we can do to make a difference in people’s lives is to treat them well.” That simple yet powerful credo has guided his financial services career for the past 25 years.