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Our Qualifications

Jeff has been in business for over 30 years. He has a degree in Business Finance with emphasis in Financial Planning from Brigham Young University. He has served on many advisory boards for several hospitals throughout San Diego County including: Alvarado Hospital, Scripps Hospital in Encinitas, Sharp Hospital, Tri-City Hospital, and UCSD Thornton Hospital. He has also served on the agent advisory council for several Health insurance companies including; Blue Cross of California, PacifiCare/ United Health, and Kaiser Permanente. He has been a Certified Financial Planning Professional since 1984.

Specializing in employee benefits and retirement planning gives him a unique opportunity to review individual client retirement accounts with company sponsored retirement plans and how to best meet individual goals.