Jeff is dedicated to helping his clients meet and exceed their financial goals. He takes pride in helping them customize a plan that can be implemented with solutions which helps to give them the confidence that they can accomplish their goals. Jeff enjoys working with business owners, executives, families and individuals who value long-term collaborative relationships and sound professional advice.
As a financial planner of Sagemark Consulting, Jeff is able to work with other team members to bring the highest level of experience into any type of engagement. He often works with business owners and individual clients on planning for retirement and financial independence, business succession planning, estate planning and investment planning. Prior to becoming a financial planner, Jeff spent almost 20 years in senior marketing and management roles in the networking and telecommunications industry. During that time, he lived in Hong Kong for 8 years and he has had extensive international business experience around the world. Much of his career has been working with small and medium sized business owners, identifying and implementing solutions that would help increase profits or save cost. As a result, Jeff focuses much of his practice on working with business owners as he understands how to put a value on a business solution. Extending his service to individual clients has been a natural progression as his business relationships strengthen and often overlap into individual needs.
Jeff received his B.S. degree in Finance from the University of Colorado at Boulder and his MBA from DePaul University in Chicago. Jeff is a Certified Financial Planner CFP®. He holds the FINRA Series 7 and Series 66 registrations, the State of California Health and Life Insurance license and the State of California Real Estate Broker’s license*.
Jeff lives in Cupertino, Ca. where he likes to spend his personal time with his wife, Anita, and 2 sons, Matthew and Bradley. He enjoys spending time with his two teenage boys, golf, reading and working on projects around the house.