With more than a decade of experience in the financial industry, Jeff’s career has spanned a variety of roles. From early years as a teller, to an advisory career, to helping advisors with fiduciary model working as a wholesaler, and even mortgage and insurance experience, Jeff offers a robustly holistic approach to financial planning.
Jeff has extensive education, as evident by obtaining his CFP® certification. He also possesses two bachelor’s degrees, and he is fluent In Spanish. Some other personal interests include: extensive travel (especially international), cooking, everything outdoors, reading novels, history and science, music (used to play clarinet, sax and piano), and animals as he has 2 dogs and a cat with his partner, Lupe.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
