Jeff Witt

Sr. Wealth Advisor

Jeff Witt headshot


With a career spanning over two decades, Jeff has consistently demonstrated a profound understanding of finance and a commitment to helping clients navigate their wealth management needs. Jeff’s journey in the financial industry commenced in 1996 as an Equity Analyst for the investment bank, Hanifen Imhoff. Following this role, Jeff transitioned into the public sector, where he served as a Senior Financial Analyst/Economist for the City of San Diego. In this capacity, he played a crucial role in overseeing the financing for the construction of Petco Park, leaving an indelible mark on the city’s landscape. In 2005, Jeff joined Private Asset Management, Inc serving in many different roles and culminating in his appointment to President/CEO. A graduate of the University of Colorado at Boulder, Jeff’s academic achievements reflect his dedication to intellectual pursuits. He graduated cum laude with dual degrees: a B.A. in Economics and a B.A. in Philosophy of Law.

Indian Wells

74-785 Highway 111
Suite 202
Indian Wells, California 92210

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San Diego – Sorrento Valley

5348 Carroll Canyon Rd.
Suite 200
San Diego, California 92121

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