Jeffrey's practice focuses on independent financial guidance and planning for clients in or near retirement, with emphasis on tax reduction planning, wealth management, asset protection, and IRA and 401(k) distribution strategies for those who wish to maximize their distributions for themselves and their heirs.
Jeffrey is proud to have been named a Five Star Wealth Manager in Sacramento Magazine in 2010, 2011, 2012, 2013, 2014, and 2015*.
Jeffrey has lived in Northern California his entire life and resides in Rocklin.
is proud to have been recognized as a Leaders Level advisor for 2019—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,011 Sacramento wealth managers were considered for the award; 210 (21 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.