As a seasoned Certified Financial Planner™ with over 25 years of industry experience, Jeff always knew he wanted to be in the financial services industry. In 1994, he took the first step and continues to bring comprehensive insight to help his clients effectively address their most important financial priorities.
Jeff provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in California and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients.
Jeff obtained his Bachelor of Arts degree in Economics with an emphasis in finance from the University of Colorado at Boulder. He resides in Westlake Village with his wife, Julie, and they have two grown sons. In his spare time, Jeff enjoys golf, movies & playing the guitar.