Jeffrey (“Jeff”) is a partner and wealth advisor for RWA Wealth Partners. Jeff works directly with clients to gain a clear understanding of their complex financial needs in order to implement investment solutions designed to meet their long-term financial goals. Jeff and his team collaborate with experts across the firm to provide comprehensive solutions and a seamless experience. He takes great pride in helping clients accomplish their long-term financial goals.
Jeff began his career in the financial services industry in 1997. Before joining RWA Wealth Partners, he held positions at Fidelity Investments and Ameritrade, where he helped high-net-worth individuals and families achieve their financial objectives. Jeff is a CERTIFIED FINANCIAL PLANNER® professional.
Originally from Chicago, he now calls Costa Mesa, CA, home, where he lives with his wife, son, and their beloved standard poodle, Charlie. Beyond cherishing family time, he finds joy in hiking, reading, paddle boarding and exploring new destinations.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
