Jeff began his career as an advisor with Waddell & Reed in 2014. He has always had a passion for Financial Planning and received his bachelor’s degree from California State University, Northridge in Business Administration.
He helped form Malibu Canyon Wealth Management and put an emphasis on Financial Planning and personal relationships for their clients. In an effort to best assist our clients, Jeff maintains Series 7 and 66 securities registrations held through LPL Financial, as well as, the Life, Health, and Variable Contracts Insurance Licenses in CA through LPL Financial. He also obtained his AAMS® [Accredited Asset Management SpecialistSM] and AWMA® [Accredited Wealth Management Advisor] from the College of Financial Planning.
Jeff partnered with Paul Gross in the summer of 2017 because of their similar philosophies to business and life. They both are passionate about helping their clients, developing and maintaining positive relationships, and giving back to the community. He is currently a board member of the Rotary Club of Calabasas as well as a Paul Harris Fellow and enjoys making a positive impact in people’s lives.
While not working, Jeff will most likely be found outside or spending time with his son, Easton. He loves playing soccer, camping, and traveling.
CA Insurance License #0J08515
LPL Financial is not affiliated with any other entities referenced. The AAMS logo is used with permission. (04/21)