Planning Alliance

About Us

Retirement Planning, Investments, Life Insurance, Disability Insurance, Business Exit Planning

D. Jeremy Pugliese is a Financial Advisor with Planning Alliance. Jeremy assists business owners in designing and implementing optimal financial plans. His areas of experience are business continuity planning, partnership negotiations, business exit planning, and employee retention plans. He and his team are dedicated to ensuring clients experience the highest level of service based on a foundation of integrity, and follow-through.

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America®
(Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. California License #0L01672 #8698237.1 Exp. 1/28