Jeff has over 18 years of experience in the financial services industry helping clients work
towards their financial planning goals. Jeff started out his career in the 403(b) marketplace
helping employees manage their 403(b) retirement accounts. In 2005 Jeff transitioned from the
403(b) market to offering comprehensive financial planning services. Jeff offers holistic planning
services which focuses on his client’s finances, goals, lifestyle, and ideals. Jeff is diligent in his
assessment of each client’s unique set of circumstances, and works closely with them to help
them articulate their needs, and identify strategies to work towards their goals. Jeff explains
that “Financial planning is a very personal experience, like going to see a doctor, or a counselor.
When someone shares their concerns, hopes, and dreams about their financial lives, you have
to take that very seriously. My clients put their confidence in me, and I help them toward a
sense of confidence.”
Jeff holds himself to a fiduciary standard with clients always keeping their best interests at the
forefront of his recommendations. Jeff uses a fee based financial planning approach which
allows him to be objective in his product recommendations.
Jeff received his Bachelor’s degree from the University of California at Santa Barbara with a
double major in Business Economics and Art History. Jeff grew up in the East Bay and now
resides in Burlingame with his wife Cherry Ann, and eleven-year-old daughter Sophia. Jeff spends
most of his free time watching his daughter practice gymnastics and violin. He also enjoys
spending time with family and friends, trail running, mountain biking, swimming, and traveling.