Jeremy Robbins, CPA, CFP®
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About
Hi there! I'm Jeremy, a Certified Financial Planner and CPA in Denver. I love helping people feel less stressed and more in control of their money. What makes my approach a little different is that I bring both the tax and investment sides together — so instead of getting piecemeal advice, you get a plan where your tax strategy and your investment strategy are actually working with each other, not against each other.
I know personal finances can feel overwhelming, and a big part of what I do is take the anxiety out of it. I explain things in plain language, so you actually understand your options and feel confident about the decisions you're making — not just handed a plan and hoping it works out.
I work with people at all stages: building wealth, planning for retirement, navigating a windfall, or just trying to get organized. Reach out anytime and I look forward to speaking with you soon.
Overview
Serves Denver, CO
Background checked
License verified
5 employees
5 years in business
Business hours
SunClosedMon9:00 am - 5:00 pm
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Work location
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for work quality, responsiveness, and professionalism.
5.0
1 review
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Joanna R.
1 day ago
I worked with Jeremy on my financial plan and can't recommend him enough. From our very first conversation, he took the time to really understand my situation and what I was trying to accomplish. He walked me through everything in a way that actually made sense, and I left our meetings with clear, specific next steps instead of vague advice. Thank you!
Credentials
License
License type: CPA – Certified Public Accountant
License state: CO
License verified on 7/31/2026
Background Check
Jeremy Robbins