Jeffrey (“Jeff”) is a partner and wealth advisor at RWA Wealth Partners who specializes in helping clients navigate complex financial needs through customized investment strategies designed to support long-term goals. Working collaboratively with experts across the firm, Jeff delivers comprehensive solutions and a streamlined client experience, and he takes great pride in helping clients build lasting financial security.

With a career in financial services spanning back to 1997, Jeff brings deep industry experience from previous roles at Fidelity and TD Ameritrade, where he served high-net-worth individuals and families. Jeff is a CERTIFIED FINANCIAL PLANNER^® professional.

Originally from Chicago, Jeff has lived in Hawaii and Los Angeles, and he now calls Costa Mesa, CA, home. He lives with his wife, Dawn, son, Hudson, and their two standard poodles, Charlie and Ozzy. When he is not working with clients, Jeff enjoys spending time with his family, hiking, reading, paddleboarding and exploring new destinations, preferably ones with good coffee and even better views.