Jeff has worked in the financial planning industry since 1995. Jeff worked at Money Dynamics Inc., Intel Corporation, the Peat Marwick accounting firm and Chevron Corporation. He is an Enrolled Agent (EA) licensed to represent tax payers before the Internal Revenue Service on all tax matters*. Jeff’s accounting background encompasses the areas of individual tax, as well as small business tax and consulting. In addition, Jeff manages the personal finances of many individual clients and company-sponsored retirement plans for both profit and not-for-profit organizations. He is a Registered Representative with LPL Financial.
Jeff enjoys working out at the gym, gardening, and various outdoor activities.
Registrations and Certifications:
- Securities Registrations held through LPL Financial: FINRA Series 7, and Series 63.
- Life/Health/Disability Licenses (CA Insurance License #0C52692)
- Enrolled Agent
*Enrolled agent services are not affiliated with, nor endorsed by, LPL Financial or CalBay Investments, Inc.
For questions or assistance please e-mail Jeff at email@example.com.