Financial Advisor, Cfp® Practitioner
Current
Jan 2012 - Present
AeroLeads people directory · profile
Jeff Funderburk, Cfp® Email & Phone Number
Financial Advisor, CFP® Practitioner
at
Legacy Wealth Management, LLC
1 work email found
@funderburkgroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, CFP® Practitioner
Location
Grand Junction, Colorado, United States
Company size
Who is Jeff Funderburk, Cfp®? Overview
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Quick answer
Jeff Funderburk, Cfp® is listed as Financial Advisor, CFP® Practitioner at Legacy Wealth Management, LLC, a with 3 employees, based in Grand Junction, Colorado, United States. AeroLeads shows a work email signal at funderburkgroup.com and a matched LinkedIn profile for Jeff Funderburk, Cfp®.
Jeff Funderburk, Cfp® previously worked as Manager, Advisory Services at Kpmg Llp. Jeff Funderburk, Cfp® holds Bsba, Computer Information Systems from Colorado State University.
Company email context
Email format at Legacy Wealth Management, LLC
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{first}@funderburkgroup.com
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AeroLeads found 1 current-domain work email signal for Jeff Funderburk, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jeff Funderburk, Cfp®
I am a CERTIFIED FINANCIAL PLANNER™ professional and joined Legacy Wealth Management, LLC (LWM) in 2011. I specialize in helping the individuals, families, and businesses I work with make wise decisions about money so that they are best positioned to realize their financial goals.I am a graduate of Colorado State University with a degree in Business Administration. I graduated Cum Laude from the Honors Program as a University Honors Scholar.I began my professional career with KPMG, LLP, a global audit, tax and advisory services firm, in 2004. I spent seven years in KPMG's Advisory practice based in Denver, CO, and was promoted to the management group in 2008. While at KPMG I gained valuable business experience working with clients representing some of the premier companies from several industries. I worked closely with these clients analyzing complex business challenges and processes to aide them in achieving strategic objectives.After my time with KPMG, I joined Legacy Wealth Management and began working as a personal financial planner and wealth manager. I became a CERTIFIED FINANCIAL PLANNER™ professional after successfully satisfying the CFP Board of Standards' education, examination, experience and ethics requirements.Legacy Wealth Management is a comprehensive financial services firm dedicated to helping our clients achieve long-term financial success. Our company was founded upon principles that place the utmost value on clients' financial goals and objectives. We strive to build long term relationships that are based upon our core values: Integrity, Trust, and Service. Securities offered through Cambridge Investment Research, Inc., registered broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and LWM are not affiliated. (970)-241-5143. 372 Ridges Blvd. Grand Junction, CO 81507Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Listed skills include Strategic Financial Planning, Investments, Wealth Management, Asset Managment, and 9 others.
Current workplace
Jeff Funderburk, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Legacy Wealth Management, Llc
2 roles
Jeff Funderburk, Cfp® work experience
A career timeline built from the work history available for this profile.
Manager, Advisory Services
Nov 2004 - Dec 2011
1 education record
Jeff Funderburk, Cfp® education
FAQ
Frequently asked questions about Jeff Funderburk, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jeff Funderburk, Cfp® work for?
Jeff Funderburk, Cfp® works for Legacy Wealth Management, LLC.
What is Jeff Funderburk, Cfp®'s role at Legacy Wealth Management, LLC?
Jeff Funderburk, Cfp® is listed as Financial Advisor, CFP® Practitioner at Legacy Wealth Management, LLC.
What is Jeff Funderburk, Cfp®'s email address?
AeroLeads has found 1 work email signal at @funderburkgroup.com for Jeff Funderburk, Cfp® at Legacy Wealth Management, LLC.
Where is Jeff Funderburk, Cfp® based?
Jeff Funderburk, Cfp® is based in Grand Junction, Colorado, United States while working with Legacy Wealth Management, LLC.
What companies has Jeff Funderburk, Cfp® worked for?
Jeff Funderburk, Cfp® has worked for Legacy Wealth Management, Llc and Kpmg Llp.
Who are Jeff Funderburk, Cfp®'s colleagues at Legacy Wealth Management, LLC?
Jeff Funderburk, Cfp®'s colleagues at Legacy Wealth Management, LLC include Lawrence Kinney and Marcia Boyd.
How can I contact Jeff Funderburk, Cfp®?
You can use AeroLeads to view verified contact signals for Jeff Funderburk, Cfp® at Legacy Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeff Funderburk, Cfp® attend?
Jeff Funderburk, Cfp® holds Bsba, Computer Information Systems from Colorado State University.
What skills is Jeff Funderburk, Cfp® known for?
Jeff Funderburk, Cfp® is listed with skills including Strategic Financial Planning, Investments, Wealth Management, Asset Managment, Portfolio Management, Financial Services, Financial Advisory, and Financial Risk.
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