Jeffrey M. Stirling, Cfp®, Caia
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Jeffrey M. Stirling, Cfp®, Caia Email & Phone Number

Regional Director at Horizon
Location: Philadelphia, Pennsylvania, United States 7 work roles 2 schools
2 work emails found @fsinvestments.com 3 phones found area 609 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email j****@fsinvestments.com
Direct phone (609) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Horizon
Role
Regional Director
Location
Philadelphia, Pennsylvania, United States
Company size
142 employees

Who is Jeffrey M. Stirling, Cfp®, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeffrey M. Stirling, Cfp®, Caia is listed as Regional Director at Horizon, a company with 142 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at fsinvestments.com, phone signal with area code 609, and a matched LinkedIn profile for Jeffrey M. Stirling, Cfp®, Caia.

Jeffrey M. Stirling, Cfp®, Caia previously worked as Regional Director at Fs Investments and Sr. Internal Advisory Consultant at Fs Investments. Jeffrey M. Stirling, Cfp®, Caia holds Bachelor Of Arts (B.A.), Economics from Washington And Lee University.

Company email context

Email format at Horizon

This section adds company-level context without repeating Jeffrey M. Stirling, Cfp®, Caia's masked contact details.

*@fsinvestments.com
71% confidence

AeroLeads found 2 current-domain work email signals for Jeffrey M. Stirling, Cfp®, Caia. Compare company email patterns before reaching out.

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Profile bio

About Jeffrey M. Stirling, Cfp®, Caia

Jeffrey M. Stirling, Cfp®, Caia is a Regional Director at Horizon. He possess expertise in research, risk management, financial analysis, retirement planning, strategic financial planning and 7 more skills.

Listed skills include Research, Risk Management, Financial Analysis, Retirement Planning, and 8 others.

Current workplace

Jeffrey M. Stirling, Cfp®, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Horizon
Horizon
Regional Director
Philadelphia, PA, US
Website
horizoninvestments.com
Employees
142
AeroLeads page
Company profile
View company profile Email format
7 roles

Jeffrey M. Stirling, Cfp®, Caia work experience

A career timeline built from the work history available for this profile.

Regional Director

Horizon

Philadelphia, PA, US

Regional Director

Fs Investments

Philadelphia, Pennsylvania, United States

Responsible for capital raise for the firm's California/UT Territory for RIAs and IBD advisors

Feb 2020 - Oct 2024

Sr. Internal Advisory Consultant

Fs Investments

Philadelphia, Pennsylvania

Jan 2019 - Jan 2020

Internal Advisory Consultant

Fs Investments

Philadelphia, Pennsylvania

Jan 2017 - Dec 2018

Sales Associate

Fs Investments

Philadelphia, Pennsylvania

Oct 2015 - Jan 2017

Financial Consultant

Equitable Advisors

Bala Cynwyd, Pennsylvania

Working with individuals, families, and businesses to develop well-balanced investment and insurance plans for protecting and building their futures.

Jul 2012 - Oct 2015

Intern

Cornerstone Bank, N.A.

Lexington, Virginia

Research local and national economic conditions, update quarterly reports, update templates on excel and word, participated in loan committee meetings.

Jun 2011 - Sep 2011
Team & coworkers

Colleagues at Horizon

Other employees you can reach at horizoninvestments.com. View company contacts for 142 employees →

SH Shelby Henderson Shelby Henderson Colleague at HorizonCharlotte Metro, United States View → MT Matthew Terry, Cfp® Matthew Terry, Cfp® Colleague at HorizonAustin, Texas Metropolitan Area, United States View → PM Philip Mcdonald, Cfa, Caia Philip Mcdonald, Cfa, Caia Colleague at HorizonUnited States, United States View → AS Arvin Shiribabadi Arvin Shiribabadi Colleague at HorizonWashington, District Of Columbia, United States, United States View → DL Danielle Learned Danielle Learned Colleague at HorizonCharlotte, North Carolina, United States, United States View → GS Greg Smmith Greg Smmith Colleague at HorizonCharlotte Metro, United States View → DP David Parker David Parker Colleague at HorizonSan Juan Capistrano, California, United States, United States View → LS Liza Steed Liza Steed Colleague at HorizonCharlotte, North Carolina, United States, United States View → CD Calvin Deboer Calvin Deboer Colleague at HorizonCharlotte, North Carolina, United States, United States View → RS Ronald Saba, Cfa Ronald Saba, Cfa Colleague at HorizonCharlotte Metro, United States View →
2 education records

Jeffrey M. Stirling, Cfp®, Caia education

Bachelor Of Arts (B.A.), Economics

Washington And Lee University

Activities and Societies: Men's Intercollegiate Swimming, Phi Kappa Psi Fraternity, 1 in 4

Cfp®, Chfc, Clu

The American College

The American College is a non-profit educational institution with the highest level of academic accreditation dedicated to leadership in.

FAQ

Frequently asked questions about Jeffrey M. Stirling, Cfp®, Caia

Quick answers generated from the profile data available on this page.

What company does Jeffrey M. Stirling, Cfp®, Caia work for?

Jeffrey M. Stirling, Cfp®, Caia works for Horizon.

What is Jeffrey M. Stirling, Cfp®, Caia's role at Horizon?

Jeffrey M. Stirling, Cfp®, Caia is listed as Regional Director at Horizon.

What is Jeffrey M. Stirling, Cfp®, Caia's email address?

AeroLeads has found 2 work email signals at @fsinvestments.com for Jeffrey M. Stirling, Cfp®, Caia at Horizon.

What is Jeffrey M. Stirling, Cfp®, Caia's phone number?

AeroLeads has found 3 phone signal(s) with area code 609 for Jeffrey M. Stirling, Cfp®, Caia at Horizon.

Where is Jeffrey M. Stirling, Cfp®, Caia based?

Jeffrey M. Stirling, Cfp®, Caia is based in Philadelphia, Pennsylvania, United States while working with Horizon.

What companies has Jeffrey M. Stirling, Cfp®, Caia worked for?

Jeffrey M. Stirling, Cfp®, Caia has worked for Horizon, Fs Investments, Equitable Advisors, and Cornerstone Bank, N.A..

Who are Jeffrey M. Stirling, Cfp®, Caia's colleagues at Horizon?

Jeffrey M. Stirling, Cfp®, Caia's colleagues at Horizon include Shelby Henderson, Matthew Terry, Cfp®, Philip Mcdonald, Cfa, Caia, Arvin Shiribabadi, and Danielle Learned.

How can I contact Jeffrey M. Stirling, Cfp®, Caia?

You can use AeroLeads to view verified contact signals for Jeffrey M. Stirling, Cfp®, Caia at Horizon, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey M. Stirling, Cfp®, Caia attend?

Jeffrey M. Stirling, Cfp®, Caia holds Bachelor Of Arts (B.A.), Economics from Washington And Lee University.

What skills is Jeffrey M. Stirling, Cfp®, Caia known for?

Jeffrey M. Stirling, Cfp®, Caia is listed with skills including Research, Risk Management, Financial Analysis, Retirement Planning, Strategic Financial Planning, Wealth Management, Economics, and Statistics.

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