Fremita is the Client Relations and Administrative Assistant for Jeff Weber. She brings
over 28 years of customer service experience. She focuses on operations, compliance, special
projects, and works closely with our broker/dealer, LPL Financial, to assist clients. With her
diverse and solid experience, she strives for excellence, innovation, and growth. Her main focus
is to help manage daily administrative duties, including preparation and maintenance of client
portfolios, responding to client inquiries and requests, and to make sure everything runs
smoothly. With her enthusiasm, friendly attitude, and attention to detail, she is always ready to
assist.
She has held a variety of challenging and rewarding positions in the banking industry such as
Assistant Vice President and as Senior Personal Banker at local branches of a major bank in San
Francisco. She placed a high priority on providing exemplary services to individuals and business
clients alike by prioritizing their banking needs. She earned many individual service awards, but
she finds building and maintaining long-term relationships with clients and colleagues the most
rewarding.
Fremita resides in San Francisco with her husband Charles of over 25 years and has two wonderful
children, Caitlin and Tyler of whom they are proud of. She enjoys spending time with family and friends,
cooking, baking, and playing with their family dog Cassiel.