Jeff Kragel, Cfp®

Jeff Kragel, Cfp® Email and Phone Number

Private Wealth | Food and Beverage | Sports and Entertainment | Family Office | Philanthropy | Biotech @ Bernstein Private Wealth Management
Jeff Kragel, Cfp®'s Location
San Francisco, California, United States, United States
Jeff Kragel, Cfp®'s Contact Details
About Jeff Kragel, Cfp®

I was born the son of a Rock and Roll radio station owner and a French Teacher. While I didn’t know it then, the first thing my parents taught me was to work in a field that I was passionate about. I remember being in awe of how much my dad worked and how it never seemed like work for him. It was all about the music and connecting with people—taking his interests and passions and making them into a career.Over the years, I have built my practice around entrepreneurs, sports figures, and owners of privately held companies in the food, beverage, and consumer product space. Individuals and families who, much like my dad, have followed their dreams to work at their passion but simply did not have the capacity to think about all the planning items that might help their legacy for the future. I work very closely with them through all phases of planning. From start-up planning, such as qualified small business stock considerations (QSBS), to family philanthropy, to exit planning, wealth transfer planning, and everything in between.Creating a personal and reliable experience for my clients is a priority for me. It’s not uncommon for me to spend time educating their children on financial planning, philanthropy, and financial stewardship, or sitting in on company board meetings. Partnering with my clients on such impactful decisions in their world is what drives and fulfills me both professionally and personally. My end goal is to make each client I have feel like they are my only client.SPECIALTIES: Pre-Transaction Planning, Exit Planning, Concentrated Stock Positions, Asset Allocation, Estate Planning, Family Offices, Succession Planning

Jeff Kragel, Cfp®'s Current Company Details
Bernstein Private Wealth Management

Bernstein Private Wealth Management

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Private Wealth | Food and Beverage | Sports and Entertainment | Family Office | Philanthropy | Biotech
Jeff Kragel, Cfp® Work Experience Details
  • Bernstein Private Wealth Management
    Principal
    Bernstein Private Wealth Management Jan 2007 - Present
    New York, New York, Us
    When Bernstein started we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management and our research-based, integrated approach continues to challenge the status quo. We set out to deliver independence from conflict and extraordinary service—and today, that rich heritage still guides us. We’ll continue to drive our firm forward so that our future can be just as remarkable as our past.
  • Bernstein Private Wealth Management
    Nflpa Registered Player Financial Advisor
    Bernstein Private Wealth Management Sep 2016 - Present
    New York, New York, Us
  • Goodles
    Board Observer
    Goodles Jul 2021 - Present
    Santa Cruz, Ca, Us
  • Ernst & Young
    Associate
    Ernst & Young 2003 - 2006
    London, Gb

Jeff Kragel, Cfp® Skills

Asset Management Mergers And Acquisitions Selling Businesses Investments Portfolio Management Multigenerational Planning Estate Planning Wealth Management Financial Analysis Financial Modeling Finance Due Diligence Equities Financial Planning Valuation

Jeff Kragel, Cfp® Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Accounting

Frequently Asked Questions about Jeff Kragel, Cfp®

What company does Jeff Kragel, Cfp® work for?

Jeff Kragel, Cfp® works for Bernstein Private Wealth Management

What is Jeff Kragel, Cfp®'s role at the current company?

Jeff Kragel, Cfp®'s current role is Private Wealth | Food and Beverage | Sports and Entertainment | Family Office | Philanthropy | Biotech.

What is Jeff Kragel, Cfp®'s email address?

Jeff Kragel, Cfp®'s email address is je****@****ail.com

What is Jeff Kragel, Cfp®'s direct phone number?

Jeff Kragel, Cfp®'s direct phone number is +180540*****

What schools did Jeff Kragel, Cfp® attend?

Jeff Kragel, Cfp® attended Uc Santa Barbara.

What skills is Jeff Kragel, Cfp® known for?

Jeff Kragel, Cfp® has skills like Asset Management, Mergers And Acquisitions, Selling Businesses, Investments, Portfolio Management, Multigenerational Planning, Estate Planning, Wealth Management, Financial Analysis, Financial Modeling, Finance, Due Diligence.

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