Jeff serves as Managing Partner and Financial Advisor at PBC Private Wealth, an independent wealth management firm. For more than 25 years, he has been providing customized advice and investment strategies to affluent individuals, multi-generational families and small business owners in Westlake Village and across the country. His holistic approach to financial management includes a thorough planning process, personalized financial strategies and a commitment to providing outstanding service.
He is a graduate of the University of Colorado at Boulder, where he received a B.A. degree in Economics with an emphasis in Finance. He began his career in financial services in 1994 and earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2010 by the Certified Financial Planner Board of Standards. In addition to serving as a financial advisor, he has had the opportunity to hold several leadership roles in sales and branch management. This collective experience provides him with a diverse set of skills and knowledge to help him guide and advise his clients in pursuing their personal and professional financial goals. He is a life, long-term care and variable annuity licensee (CA Insurance License #0C50169) and holds the Series 3, 7, 63 and 65 registrations. NMLS # 316478.