Our Team
As a boutique practice, we strive to bring value to our clients through our experience, knowledge, and passion in delivering personalized client solutions.
Jeff DeLarme, CFA, CFP®
President
Jeff DeLarme is the president and founder of DeLarme Wealth Management.
Michelle Miller
Associate
Michelle comes to the firm with seven years of financial services industry experience, having worked previously with Edward Jones and Wells Fargo.
Kevin Ashworth
Investment Advisor Representative
Kevin brings a wealth of experience as a seasoned financial professional with over two decades of experience in the investment management industry.
Jeff DeLarme, CFA, CFP®
President
Jeff is the founder and President of DeLarme Wealth Management. For nearly two decades, Jeff has worked with affluent clients to address their primary financial concerns, including preserving their wealth, mitigating the impact of taxes, taking care of their heirs, helping protect assets, and fulfilling charitable giving wishes.
Jeff began his career with Edward D. Jones & Company where he opened and managed the El Segundo office and became a Limited Partner. In 2016, he became a Registered Principal with Raymond James Financial Services and started DeLarme Wealth Management with the goal of providing personalized, objective guidance to individual investors and business owners.
As a dedicated student of the capital markets, Jeff earned the CERTIFIED FINANCIAL PLANNER™ certification in 2012 after completing the Personal Financial Program at UCLA in 2011. Jeff is a CFA® (Chartered Financial Analyst®) Charterholder and is an active member of the CFA Society of Los Angeles. Jeff holds a B.S. from California State University, Northridge and is currently a candidate in the University of Southern California’s Master of Business Taxation (MBT) program.
In addition to leading his firm, Jeff is an instructor at UCLA Extension’s Personal Financial Planning Program, where he prepares aspiring financial professionals seeking the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Known for his practical and engaging teaching style, he embeds real-world applications to the financial planning curriculum.
As a sought-after expert in personal financial planning, Jeff provides insights into the markets, retirement planning, and other topics relevant to his clients. His expertise has been featured in prominent outlets such as Bloomberg News, CBS MarketWatch, Seeking Alpha, U.S. News & World Report, Yahoo! Finance, and others.
Jeff is deeply involved in the community and serves on the Southern California Golf Association (SCGA) Foundation Board which focuses on positive youth development. He has also served on the Investment Policy Advisory Committee for the City of Palos Verdes Estates and is a past-President of the LAX Kiwanis Club & Foundation.
Born and raised in West Los Angeles, Jeff lives with his wife and daughter (and their rescue dog) in Palos Verdes Estates, California.
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.
DeLarme Wealth Management does not offer Tax or Legal advice. You should consult the appropriate professional on these matters.
Michelle Miller
Associate
Michelle is the dedicated Associate 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 with her family, reading, and traveling.