Specialties
About Me
Jeff is the Co-Founder and CEO of Retirement Security Centers.
He was instrumental in developing the company’s EASE process and Envision Plan; both are foundational in our work with clients. In addition, as the Chief Executive Officer, Jeff instills, exemplifies, and leads the organization with the customized care afforded to each of the 3,000+ clients who work with RSC’s team of credentialed financial advisors and associates. Jeff holds a Bachelor of Business Administration degree with double concentrations in Finance and Management from California State University, Chico. Still an active member, he previously served on the board of directors for the Northern California Financial Planning Association.
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Interests & Hobbies
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Credentials
CFP, ChFC, CRPC
Chartered Designations
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Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.