Working with Raymond James, we strive to be the premier alternative to Wall Street. Our clients have come to rely on us to assist them through challenging market environments and complex liquidity events; including retirement, divorce, the loss of a loved one, or the sale of a business.

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Our vision

To be the premier alternative to Wall Street who offers the breadth of resources and capabilities of a large corporation, while providing the tailored, attentive service of a boutique firm.

Our Mission

To build quality, life-long client relationships, through clear communication and trust.

Our Values

We exist to serve our Clients. We built our practice to serve their unique needs through thoughtful wealth management solutions and personal, attentive service. They have always come first, and they always will.

Jeff DeLarme, DeLarme Wealth Management

Jeff DeLarme, CFP®

Registered Principal, Financial Advisor

Jeff DeLarme is a Registered Principal, Financial Advisor, and Branch Manager with Raymond James Financial Services, Inc., and is the founder of DeLarme Wealth Management.

Full Bio

Michelle Miller, DeLarme Wealth Management

Michelle Miller

Office Administrator

Michelle comes to the firm with seven years of financial services industry experience, having worked previously with Edward Jones and Wells Fargo.

Full Bio

Jeff DeLarme, CFP®

Registered Principal, Financial Advisor

Jeff DeLarme is a Registered Principal, Financial Advisor, and Branch Manager with Raymond James Financial Services, Inc., and is the founder of DeLarme Wealth Management.

For more than a decade, Jeff has worked with affluent clients to address their primary financial concerns: preserving their wealth, mitigating the impact of taxes*, taking care of their heirs, helping prevent assets from being unjustly taken, and charitable giving. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. From there, he employs customized recommendations designed to address each client’s unique needs and goals beyond simply consulting on investments.

Prior to founding DeLarme Wealth Management and affiliating with Raymond James, Jeff was a Financial Advisor with Edward Jones for over 8 years. He managed the firm’s Westchester, California office for nearly six years, and in 2014, he opened their El Segundo office.

As a dedicated student of the capital markets and the financial planning profession, Jeff proudly earned the CERTIFIED FINANCIAL PLANNER™ designation in 2012.  He has also passed the Level One CFA exam.

In the community, Jeff serves on the Investment Policy Advisory Committee for the City of Palos Verdes Estates and is currently the Treasurer and a Trustee for the First Tee of Los Angeles.

Born and raised in Los Angeles, Jeff currently resides in Palos Verdes Estates with his wife and daughter. Outside of the office, he enjoys travel, wine, and competitive golf as a single-digit golfer out of Palos Verdes Golf Club.

Licenses:
Series 7, 9, 10, 66
Life and Long Term Care
CA Insurance #0G24106

Education:
California State University, Northridge – B.S. Business Administration
University of California, Los Angeles – Personal Financial Planning

Designations:

CERTIFIED FINANCIAL PLANNER™

* Raymond James does not offer Tax or Legal advice. You should consult the appropriate professional on these matters.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. DeLarme Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Michelle Miller

Office Administrator

Michelle is the dedicated Office Administrator for the team at DeLarme Wealth Management, Inc. Michelle has more than a decade of experience in the financial services industry, having worked previously with Edward Jones and Wells Fargo.

Michelle is in charge of the day-to-day operations of the office, and is often the first point of contact in assisting our clients with their account needs. Whether it be helping them to access their accounts online, processing a client request to transfer funds, answering statement questions, or scheduling a meeting – Michelle is dedicated to providing excellent customer service to our clients.

A native of San Diego, Michelle earned her degree in Psychology from Arizona State University. In her free time, she loves spending time outdoors, reading, and traveling.

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Community Involvement

DeLarme Wealth Management, Raymond James

Our Dedicated Partner

Raymond James

Founded in 1962, Raymond James is one of the largest financial services firms in the country. They support more than 7,000 financial advisors and oversee more than $720 billion in assets for more than 3 million clients globally*. Raymond James serves as the custodian for our client accounts while providing us with state-of-the art technology, investment research, and compliance oversight so we can focus our time on serving our Clients.

*As of 6/30/2018. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

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DeLarme Wealth Management

We look forward to speaking with you.

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