Jeremy L. Stanley, EA, CFP®, AIF®
President
Jeremy Stanley is the founder of CRNA Financial Planning®. He has been providing advice and guidance for Certified Registered Nurse Anesthetists (CRNA) for over two decades. As a CERTIFIED FINANCIAL PLANNER™ certificant, Jeremy has met rigorous certification and professional standards set by the CFP® Board. He is committed to adhering to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. He is an Accredited Investment Fiduciary® (AIF®) established to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. He is also an Enrolled Agent (EA) which are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. .
Jeremy is the author of two books “The Wealthy CRNA,” which lays out a foundational roadmap for CRNAs to help them plan their financial futures and "A CRNA's Life After Anesthesia" designed to assist CRNAs in planning for retirement.
Jeremy has spoken to thousands of CRNAs all over the country about financial and tax matters. He is the co-host of the podcast "Beyond the Mask" that covers a variety of topics related to the CRNA industry. Jeremy holds securities registrations 7, 6, 63, 65, and 24. He is a member of the Winston-Salem Estate Planning Council, a member of the Wake Forest Planned Giving Advisory Council, Past President of the Board of Directors for CareNet, and a Trustee on the American Association of Nurse Anesthetists Foundation Board.
Outside of the office, Jeremy enjoys spending time with his wife, Sara (who is a CRNA), and their children Lauren, Hollyn and Landon, as well as traveling, reading, and wine tasting.