Jeffrey is a CERTIFIED FINANCIAL PLANNER professional. He holds the series 6, 65, and 63 securities registrations. Jeff approaches every client’s profile uniquely to effectively meet each client’s personal financial goals, consider market trends, and adhere to the client’s risk tolerance. Jeff maintains clear and frequent communication with his clients to stay up to date with their financial plans in order to meet their evolving needs. Jeff has developed a strong skill set to analyze, minimize, and counteract any issues or concerns in respect to the client’s best interest. Jeff’s goal is to ensure client’s are confident and well informed regarding their financial future and investments.