Jeffrey has been working alongside advisor Robert Avey as a Client Services Coordinator since 2016 and plays an integral part of his business operations. Since graduating from University of California, Irvine in 2013, he has worked for a variety of wealth management firms in the Financial Services industry. He holds his Series 7 and 66 securities registrations as well as his CA insurance License 0K19350.
Jeffrey was born and raised in the Bay Area and currently resides in Alameda. He remains a loyal 49ers and Warriors fan and enjoys playing football and basketball in his free time. Hawaii is like a second home to him after many years of traveling there with his family. He once called Italy his home while studying abroad in Rome during his time in college. His other passions include playing drums and snowboarding in Lake Tahoe with his friends and family.
Jeffrey holds CA Insurance Lic. # 0K19350.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.