Jeff has been in the financial services industry since graduating Cal Poly San Luis Obispo in 1985 with a degree in Finance. He joined Central Financial Services in San Luis Obispo after graduation working in their personal finance and insurance department before branching out and starting his own practice. Jeff thoroughly enjoys the relationships he has developed with each of his clients over the past 30+ years and the time he gets to share with each of them. He finds great joy in watching clients reach goals they had set many years ago as their planning relationship was just beginning to evolve.
Jeff is a fiduciary Certified Financial Planner professional, Chartered Financial Consultant, Chartered Life Underwriter and Registered Representative with LPL Financial. He holds FINRA Series 7, 63, 24, and 51 registrations through LPL Financial. He is also a licensed agent for Life, Health, Long Term Care and Disability insurance.
In his free time Jeff enjoys spending time with his family, reading, summer days on the lake and a great glass of wine.