Comprehensive Wealth Services LLC
55 Madison Avenue, Suite 400
Morristown, New Jersey 07960

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About Us

 

Jeremy Klopper is the founding principal of Comprehensive Wealth Services and has been working in the financial services industry for close to 20 years. His prior experience includes work in a retail brokerage, a boutique financial planning firm, and a big four accounting firm. In 2004, using his broad experience, Jeremy founded Comprehensive Wealth Services LLC.


Prior to CWS, Jeremy served in several roles in the Florham Park office of PricewaterhouseCoopers LLP. In addition to working with Senior Executives on personal tax and financial planning, he developed curriculum and taught financial planning continuing education to firm staff on the national level. Jeremy also produced a continuing education training video and taught full day financial planning seminars at firm client companies.

 

Jeremy is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and an IRS Enrolled Agent.  Both of these credentials carry ethical requirements as well as extensive continuing education requirements.  To learn more about each of the credentials click the links below.

 

Certified Financial Planner  http://www.cfp.net/learn/knowledgebase.asp?id=11
Enrolled Agent  http://www.irs.gov/taxpros/agents/article/0,,id=100710,00.html

Jeremy earned his undergraduate degree from Moravian College in Bethlehem, PA with a major in Economics.  He earned his MBA from Fairleigh Dickinson University with a Major in Finance.

He lives in Randolph, NJ with his wife and two children and enjoys coaching his children’s sports teams, boating, and playing various sports for recreation.

 
 
 
 

At CWS, we provide a comprehensive suite of wealth management services. Our goal is to become your most trusted advisor and personal CFO; you should feel comfortable discussing any issues with us...

 
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