Jeff is a Wealth Advisor at RWA Wealth Partners. He meets with clients regularly to review all of their financial planning needs and to communicate RWA Wealth Partners’ investment strategies. 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 previously helped affluent individuals and families to achieve their financial objectives while holding positions at Fidelity Investments and Ameritrade. Jeff is a CERTIFIED FINANCIAL PLANNER™* professional. He completed his coursework through the College For Financial Planning in 2007.
Jeff is originally from Chicago, and has lived in Honolulu, San Diego and Venice Beach, California. He currently resides in Costa Mesa with his wife Dawn, son Hudson, and Charlie, his Standard Poodle. In his spare time, Jeff enjoys hiking, reading, paddle boarding and foreign travel.
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.
