Senior Financial Planner
As a Senior Financial Planner, Jeff assesses the biggest risks to a client’s goals and helps them navigate a path to success with a written financial plan. He enjoys providing clarity and direction while clients make the often difficult and stressful transition to retirement.
Jeff has been in the financial services industry for 9 years. He previously worked as a financial advisor for a financial services company where he advised clients with investment selection, insurance reviews, tax and retirement planning. He also worked for a San Diego-based RIA as a retirement plan consultant where he guided corporate retirement plan trustees on their fiduciary duties and provided education to plan participants.
Jeff graduated from the U.S. Naval Academy with a Bachelor of Science degree in 2001. Upon graduation he was commissioned as a Naval Officer and has served 18 years on both active and reserve duty. Following his active duty service, Jeff completed his Master’s in Business Administration from the University of California, Irvine in 2009. He also earned the CERTIFIED FINANCIAL PLANNER™ certification in 2013 and the Retirement Income Certified Professional (RICP®) designation in 2015.
When Jeff is not in the office, he enjoys playing golf and spending time with his growing family.
Why I Do What I Do:
From a young age I have been interested in personal finance. I was fascinated by the incredible power of compound interest. A few months before I graduated from college, I met with a financial advisor who gave me an investment proposal. It sounded great but I had no idea if it was right for me. I reached out to my parents for advice and ultimately decided to pass on the investment. I then began reading everything I could get my hands on related to investing and making wise financial decisions. I took this knowledge and shared it with my sailors who were also just starting their careers. I witnessed how life changing this information could be and wanted to help as many people as I could.