Jeremiah P.

Jeremiah P.

Financial Representative @ Transamerica

About Jeremiah P.

Jeremiah P. is a Financial Representative with extensive experience in financial services, currently working at Transamerica and Voya Financial. He co-founded P&E Tax Group, LLC, where he specializes in tax negotiations and financial education.

Work at Transamerica

Jeremiah P. has been employed at Transamerica as a Financial Representative since 2015. In this role, he provides financial services and advice to clients, focusing on their individual financial needs. His tenure at Transamerica spans nine years, during which he has developed expertise in financial planning and investment strategies.

Co-Founder of P&E Tax Group, LLC

In 2017, Jeremiah P. co-founded P&E Tax Group, LLC, located in Glendale, California. He has served as a co-founder for seven years, where he focuses on assisting clients with IRS collections and tax debt negotiations. His work includes helping clients release wage garnishments and bank levies, demonstrating his commitment to providing comprehensive financial solutions.

Previous Experience at Caltech

Before his current roles, Jeremiah P. worked as a Fire-Safety Technician at Caltech from 2012 to 2016. During his four-year tenure in Pasadena, he was responsible for ensuring fire safety compliance and protocols within the institution, contributing to the safety and well-being of the campus community.

Education and Expertise

Jeremiah P. holds a Bachelor of Science (B.S.) in Public Health from California State University, Los Angeles, where he studied from 2014 to 2016. He also earned an Associate of Science (A.S.) in Financial Planning and Investments from Glendale Community College, completing his studies from 2009 to 2012. His educational background supports his specialization in analyzing financial situations from a tax perspective for both individuals and businesses.

Financial Services Offered

Jeremiah P. provides a range of financial services, including complimentary comprehensive financial reviews aimed at addressing financial education disparities. He specializes in multi-state tax returns and entity formation, showcasing his ability to navigate complex financial landscapes for his clients.

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