Kennesaw, GA 30144
E-mail | firstname.lastname@example.org
Jeff has worked in the financial services industry since 1999. He has worked with hundreds of families and small businesses to develop plans for them to work towards achieving their goals.
Areas of Expertise
- Retirement Planning
- Financial Planning
- Psychology of Money
- CERTIFIED FINANCIAL PLANNER® Professional
- Chartered Retirement Plans Specialist ®
- Master of Science in Financial Services, College of Financial Planning
Outside The Office
When not helping clients work towards their goals, Jeff enjoys traveling and spending time with his family.
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