Jeremy T. Caza, CEPA, QPFC, AIF®

Jeremy Caza graduated from the University of Rochester, in Rochester, NY where he majored in Economics with concentrations in Finance and Marketing. While in college, he participated in various athletic leagues and was a volunteer for several youth benefits, including coaching weekend basketball clinics and tutoring services for young children.

Jeremy began his financial services career with Sagemark Consulting/Lincoln Financial Advisors in 2005 and moved to The Carta Group in early 2015. In June 2025 Jeremy rebranded The Carta Group to our current firm, Carta Wealth Planning. He currently works with a wide range of clients in a number of different states to offer fee-based financial planning services. He works primarily with business owners or executive level individuals in providing services centered on Estate & Medicaid; Financial Independence / Retirement; Investment & Tax Planning; Business Owner Planning strategies (succession or continuation plans); as well as Executive Fringe Benefits from his Syracuse, NY, office. He has also developed a strong focus on consulting services for company-sponsored retirement plans such as 401(k)s or 403(b)s. 

Jeremy’s 401k/403b clients include nonprofit organizations, technology firms, manufacturing companies, professional offices, and medical service companies. Jeremy is routinely a featured speaker at various community and professional forums to provide information on various financial topics. He also works directly with a number of employers, organizations, and associations looking to provide seminars or education services on various financial planning topics for their employees or members.

Jeremy’s hard work and dedication to financial services have been recognized, as he has received numerous awards and recognitions throughout his career. These awards and recognitions include national and local publications and firm-level achievements, as well as his civic engagements.

Jeremy began volunteering for various community events at a young age and has continued that involvement in the local community today through volunteer efforts and sponsoring local events. In addition, Jeremy has been an active member of the University of Rochester Alumni Career Advisory Network, which provides career advice to current and former U of R students.

Jeremy lives in the Auburn, NY area with his wife, Melissa, and their two daughters, Madison and Gabriella. When not working, he enjoys outdoor activities such as playing golf, softball, and basketball; traveling; and attending his daughter’s activities. 

At Carta Wealth Planning, we are dedicated to helping you:

Ø Identify your goals

Ø Analyze your current situation

Ø Develop a comprehensive written financial plan based on sound advice

Ø Implement that plan

Ø Update the plan on a regular basis

Best of all, we have never lost sight of one essential element- personal service. The true value of your planning is measured by the service you receive during and AFTER your plan is implemented.