Passion: He educates and empowers our clients to live a fulfilling life journey as they work towards achieving their highest vision in retirement.

Role: As a Fiduciary and Managing Partner, he is responsible for ensuring our team is creating an amazing financial planning and investment experience and seeking out new ideas and strategies that will benefit our clients.

Industry Experience: Jeff started at Wealth Analytics in 2017 after spending 18 years at Merrill Lynch, Bank of America, and Fidelity. Leaving the big bank and brokerage world to join Wealth Analytics, an independent fiduciary firm, was one of the best decisions in his life and he became a partner in 2019.

Education: Chapman University, Business Administration, with an emphasis in Finance.

Hobbies: Jeff enjoys family time with his wife and 3 kids, sailing to Catalina, snowboarding in Mammoth, backpacking, and traveling overseas to new places. He participates in community events focused on service, education, and supporting opportunities for underserved areas.

Background: With a wealth of experience in the investment industry, he possesses a deep understanding of market dynamics, asset allocation, and investment strategies. Jeff is responsible for overseeing the company’s direction and developing sound strategies for clients while managing risks effectively. As a fiduciary he plays a critical role in shaping the company’s financial planning and investment philosophy and driving its long-term success. With a client-centric approach and a commitment to delivering creative planning strategies, Jeff helps ensure that clients’ financial goals are met, and their plan is optimized. He is one of the authors of Your Insider’s Guide to Retirement, a book about the inside scoop on retirement planning, sharing his vast knowledge about the financial services industry and how to achieve financial freedom.