Jeff Saccacio, Cpa, Pfs, Chfc, Tep

Jeff Saccacio, Cpa, Pfs, Chfc, Tep Email and Phone Number

Head of Wealth Planning and Family Office Services at Intellectus Partners, LLC @ Intellectus Partners, LLC
Jeff Saccacio, Cpa, Pfs, Chfc, Tep's Location
Newport Beach, California, United States, United States
Jeff Saccacio, Cpa, Pfs, Chfc, Tep's Contact Details

Jeff Saccacio, Cpa, Pfs, Chfc, Tep personal email

n/a
About Jeff Saccacio, Cpa, Pfs, Chfc, Tep

For over 35 years I have successfully enjoyed helping high net worth individuals, families and entrepreneurs growing, harvesting and deploying their wealth to make it impactful on the people and causes they care about. Using advanced planning techniques in income tax, estate and gift tax and charitable planning I help develop and make their legacies come to life.

Jeff Saccacio, Cpa, Pfs, Chfc, Tep's Current Company Details
Intellectus Partners, LLC

Intellectus Partners, Llc

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Head of Wealth Planning and Family Office Services at Intellectus Partners, LLC
Jeff Saccacio, Cpa, Pfs, Chfc, Tep Work Experience Details
  • Intellectus Partners, Llc
    Head Of Wealth Planning And Family Office Services
    Intellectus Partners, Llc Oct 2019 - Present
    San Francisco, California, Us
    Assist entrepreneurs, executives, family offices and their advisors in making their wealth impactful on people and causes they care about - effectively integrating investment, planning and philanthropic solutions to create lasting, meaningful legacies.
    View
  • Pwc
    Retired Partner, Pfs/Pcs
    Pwc Jul 2019 - Present
    Gb
    Tax and Personal Financial Services practices
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  • Pwc
    Partner Pfs/Pcs
    Pwc Jan 2011 - Jun 2019
    Gb
    PFS (Personal Financial Services) practice leader for Southern California, Arizona and Nevada practice region
    View
  • Deutsche Bank Trust Company
    Managing Director, Head, Wealth Planning - West Region
    Deutsche Bank Trust Company Jan 2007 - Dec 2010
    Head of wealth planning group for west region of US charged with providing wealth advisory services to private bank and brokerage clients
  • Citigroup Private Bank
    Managing Director, Head Of Wealth Planning Western Region
    Citigroup Private Bank Feb 2003 - Dec 2006
    Head of wealth planning group for west region of US private bank charged with providing wealth advisory service to private bank clients
  • Kfi Am640
    On Air Personality
    Kfi Am640 1989 - 1996
    Hosted the popular financial and tax planning radio show "Talkin' $ with Jeff Saccacio" providing on air advise and know-how to the Greater Southern California marketplace, enhancing people's ability to achieve their financial goals and objectives.

Jeff Saccacio, Cpa, Pfs, Chfc, Tep Skills

Wealth Management Wealth Management Services Wealth Tax Financial Advisory Financial Services Financial Analysis Investments Financial Planning High Net Worth Individuals Management Portfolio Management Private Equity Investment Advisory Family Offices Public Speaking Family Business Estate Tax Planning Finance Philanthropy Estate And Gift Tax Planning Professional Development Seminars Electronic Media Cross Border Wealth Planning

Jeff Saccacio, Cpa, Pfs, Chfc, Tep Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    Kellogg/Pwc Family Enterprise Advanced Education Program
  • University Of Notre Dame
    University Of Notre Dame
    Accounting

Frequently Asked Questions about Jeff Saccacio, Cpa, Pfs, Chfc, Tep

What company does Jeff Saccacio, Cpa, Pfs, Chfc, Tep work for?

Jeff Saccacio, Cpa, Pfs, Chfc, Tep works for Intellectus Partners, Llc

What is Jeff Saccacio, Cpa, Pfs, Chfc, Tep's role at the current company?

Jeff Saccacio, Cpa, Pfs, Chfc, Tep's current role is Head of Wealth Planning and Family Office Services at Intellectus Partners, LLC.

What is Jeff Saccacio, Cpa, Pfs, Chfc, Tep's email address?

Jeff Saccacio, Cpa, Pfs, Chfc, Tep's email address is jeff.saccacio@db.com

What schools did Jeff Saccacio, Cpa, Pfs, Chfc, Tep attend?

Jeff Saccacio, Cpa, Pfs, Chfc, Tep attended Northwestern University - Kellogg School Of Management, University Of Notre Dame.

What are some of Jeff Saccacio, Cpa, Pfs, Chfc, Tep's interests?

Jeff Saccacio, Cpa, Pfs, Chfc, Tep has interest in Health.

What skills is Jeff Saccacio, Cpa, Pfs, Chfc, Tep known for?

Jeff Saccacio, Cpa, Pfs, Chfc, Tep has skills like Wealth Management, Wealth Management Services, Wealth, Tax, Financial Advisory, Financial Services, Financial Analysis, Investments, Financial Planning, High Net Worth Individuals, Management, Portfolio Management.

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