Jeff grew up in a household that didn’t discuss money. Understanding that a person’s financial situation controls many aspects of their life, he taught himself everything he could about money. Jeff later decided to enter into the financial services industry to apply his knowledge to help people. He is often introduced to clients during a life/job transition and he helps to be a guiding light.
Jeff primarily works in John Stokes Financial’s San Francisco branch. He leads many workshops throughout Northern California and believes that with the proper financial planning in place, any individual or business can achieve positive results. By learning more about his client’s goals, he has been able to apply his financial knowledge and assist individuals define, prioritize, and implement strategies designed to reach their desired lifestyles and achieve their true financial potential.
He holds a B.S. in Business Administration with a concentration in General Management and an MBA with a concentration in Finance from Saint Mary’s College of California. Jeff is a Certified Financial Planner™ (CFP®) professional and holds the Series 7 and Series 66 securities registrations. He is also a licensed Life, Disability, Health, and Annuity agent with the California Department of Insurance (license #0K92826).
Outside of the office, Jeff loves living an active lifestyle which includes walking his golden retriever, Mavrick, along Ocean Beach, riding his bike through Golden Gate Park and regularly takes cycling classes. He has a passion for his hometown sports teams and his favorite movies are the Lord of the Rings trilogy. His biggest accomplishment is being the first in his family to graduate from college.