Jeff serves as a Private Wealth Manager, working with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Jeff covers all aspects of professional wealth management.
With over 15 years of experience in the financial services industry, Jeff brings a valued approach in all areas of comprehensive wealth management, focusing on a thorough understanding of your circumstances to provide a truly customized plan to achieve all your goals.
Jeff earned a Bachelor of Science degree in Communication Studies from California Baptist University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Professionals.
Jeff and his wife, Molly, have one daughter – Charlee. They spend their time living an active lifestyle in San Diego, where they enjoy surfing, playing volleyball and spending time together as a family.
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