Client Advisory

Biography

Jeff is an associate in the San Diego office. He is a member of the Wealth Management practice, assisting lead advisors by providing comprehensive financial planning and portfolio management support.

Prior to joining Cerity Partners, Jeff played baseball in the San Francisco Giants organization before transitioning into the finance industry. After moving on from baseball, Jeff began his next endeavor at West Coast Financial as a financial planning analyst.

In his spare time, Jeff enjoys golfing, spending time with family and friends, and following local sports teams.

Education

  • B.B.A. in Finance from the University of San Diego

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