A Financial Advisor with over 25 years of experience in creating financial strategies for his clients, Jeff helps clients with financial planning and portfolio management, specializing in:
- Retirement Income & Distribution Planning
- Asset Allocation and Investment Management
- Inter-Generational Wealth Transfer Planning
Jeff joined CUE Financial Group in 1995 after starting his financial services career as a Financial Planner with American Express (now Ameriprise), and then becoming a Branch Manager for Edward Jones. Jeff received a Bachelor’s degree in Business Administration with a concentration in Finance in 1985. Soon after, he served as an aviator in the US Air Force from 1986-1992, rising to the rank of Captain aboard the B-52 as a Radar Navigator and as an instructor. Today, Jeff helps his clients navigate the challenges of the present while planning for the future – addressing risk, taxes, and inflation – and focusing on the issues that matter most to them.
In addition to being an Investment Advisor Representative (IAR) with PFG Advisors LLC, Jeff is also a Registered Representative with Securities America and holds the Series 7, 24, 63 and 66 securities licenses, as well as his California insurance license.
An avid golfer and general sports fan, Jeff lives in Woodland Hills with his wife and daughter.