Jeff has a passion for helping businesses, families, and individuals with their comprehensive wealth management solutions. He believes that every client should be treated with the compassion, love and consideration that he would extend to his own family. He feels that the only way to meet his client’s expectations are to understand their needs, wants, and vision to create solutions that exceed their expectations. Finances can be complex and daunting at times. Having a trusted advisor to assist in navigating debt, budgeting, retirement planning, estate planning, tax planning, investment management, insurance evaluation and every aspect of your personal finances throughout every stage of your life can be priceless. Jeff has over 15 years in the financial industry starting his career with HSBC Bank and excelling for over eight years with TD Ameritrade. He is a CERTIFIED FINANCIAL PLANNER™ professional. Lefavi Wealth advisors may only conduct business with residents of the statesand/or jurisdictions for which they are properly registered. Therefore, a response to arequest for information may be delayed. Please note that not all of the investments andservices mentioned are available in every state. Investors outside of the United States aresubject to securities and tax regulations within their applicable jurisdictions that are notaddressed on this site. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
Listed skills include Extentsive Relationship Sales Experience, Asset Management, Exceptional Leadership, Financial Risk Management, and 24 others.