Jeff joined Wealth Analytics bringing 18 years of financial services and wealth management experience and became a Principal at the firm in 2019. A graduate of Chapman University in Orange CA, in Business Administration, he specializes in personal investment planning and building client relationships to help meet their individual and family goals. He is one of the authors of Your Insider’s Guide to Retirement. Jeff enjoys family time with his wife and 3 kids, as well as hiking, snowboarding and travel. He has been a licensed investments professional since 1999.