Jeremy Wittenberg, CFP®

Senior Wealth Advisor

Jeremy graduated from Allegheny college with a Bachelor of Arts in Economics.  Jeremy is a CERTIFIED FINANCIAL PLANNER™ certificant.  He joined DCLA after a decade of working in Wealth Management, specializing in helping families manage their wealth.  He creates personalized financial plans tailored to clients’ goals and objectives and works with clients to help them stay on track to meet these goals.

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Important Disclosures

References to the firm being founded refer to DCLA’s predecessor, Douglas C. Lane & Associates, Inc.