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Northwestern Mutual - Jeremy J. Wakamiya

Northwestern Mutual - Jeremy J. Wakamiya

Reviews Summary

The consensus highlights Jeremy Wakamiya as an exceptional financial advisor and life insurance agent, praised for his personalized approach, deep expertise, and genuine care for clients' needs. Reviewers consistently note his ability to simplify complex financial concepts, provide tailored advice, and maintain strong communication. Many appreciate his strategic guidance, investment planning, and life insurance recommendations, often mentioning his responsiveness and dedication. While overwhelmingly positive (with one outlier), clients emphasize trust, long-term commitment, and his valuable network. The recurring theme is a high level of satisfaction with his professional yet empathetic service.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

2990 Lava Ridge Ct #210

Roseville, California 95661

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Jeremy is not only a fantastic financial advisor but truly an amazing human being. I've had the immense pleasure of working with him over the last year, and through the entire process, I have genuinely felt he has cared deeply about my needs and what's most important to me and my family. What sets Jeremy apart is his remarkable ability to make complex financial concepts feel approachable and easy to understand. He takes the time to listen, truly grasping our long-term goals and anxieties, and then translat

I recently had the pleasure of working with Jeremy Wakamiya for a comprehensive walkthrough of my financial stability, life insurance, and investment planning. Jeremy's approach was both professional and insightful, offering clarity and confidence in navigating my financial landscape. He demonstrated a deep understanding of financial markets and strategies. I really appreciate how Jeremy focused on making sure I felt confident about my financial decisions. His genuine interest in my financial well-being mad

Working with Jeremy Wakamiya was a truly valuable experience. He guided me thoughtfully through retirement strategies, investment planning, and selecting the right life insurance policy. He patiently explained complex concepts in a straightforward way, making sure I clearly understood every step. I especially appreciate his personalized approach of taking time to understand my financial goals and genuinely cared about my comfort level, and consistently provided thoughtful recommendations. If you're seeking

As a current client, I am always appreciative of the time and energy Jeremy spends committed to my financial betterment. As a former executive assistant to Jeremy, i can attest first hand for the energetic, responsive, and dedicated service Jeremy strives to offer his clients.

Jeremy helped me figure out which life insurance made the best sense for my lifestyle and goals. I do a lot of activities and move a lot so he also advised me on future options if any big changes happen. Appreciate you, JJ!

My wife and I recently had the pleasure of working with Jeremy, our life insurance agent, and we could not be more satisfied with his high standard of customer service. From our initial meeting, Jeremy demonstrated exceptional attentiveness and a genuine commitment to finding the best coverage for our needs. What sets Jeremy apart is his ability to ask the right questions, ensuring that he fully understands our unique situation and requirements. His thoughtful approach and expertise in the field made it ea

Thank you so much Jeremy for all you have done for me, my business, and my family!! I will never forget it. I am eternally grateful!! ?? Since the start of 2024, I've had the pleasure of working with Jeremy as my financial planner, and I couldn't be more satisfied with the results. Jeremy has provided me with invaluable business advice, strategic guidance, life insurance, and investment planning. His expertise has not only helped me establish clear and achievable goals for my business and family finance

I've been a client of Jeremy for a few years now, and can say that he and his team is top tier. From financial advice to life insurance, he has been able to answer almost any questions that I've had. For those questions he couldn't answer, he has proven to have an amazing network of people that can! I always feel like I'm important to Jeremy, and I know I can trust him and his team to provide knowledge and services that I actually need. 10/10 recommend

I'm pretty sure I'm Jeremy's very first client. I've been working with him for years now and I plan to keep it that way as long as he's in business. Since he's started he's got quite a few clients that are more high profile than I am but he's never made me less of a priority. Instead he's always made himself available to help me advance my financial profile and he's always kept an open door and allowed to tap me into his network. His communication is top notch. He's always reached out to me on a regular bas

JJ helped me navigate options for a life insurance policy. His in depth analysis was instrumental in giving me the knowledge of how the pricing structure and benefits would work best for me. He also provided a road map for future coverage options and decisions that could affect retirement and long term care considerations. His guidance was far superior to any I had been given before. I highly recommend him as a guide for others looking for similar products.

Jeremy Wakamiya has been a pleasure to work with. He takes the time to get to know what's important to me and tailors his advice and recommendations accordingly. If you are looking for an advisor who cares look no further.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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