Jeff began his career in the financial services industry managing client portfolios and trading equities and fixed-income products in Investment Operations at Mercer Advisors. After three years with the trading desk, he earned the CERTIFIED FINANCIAL PLANNER™ certification and made the transition to client services, where he’s now an advisor. Jeff graduated from the University of California in Santa Barbara, where he still lives with his wife, four-year-old son, and baby girl.
Santa Barbara
222 East Carrillo Street Suite 400 Santa Barbara, California 93101