At Capital Financial Consultants Group, we know that developing a plan for your future requires a level of personal touch as each plan is determined by your own values, goals, and assets. As a team, we understand that the best way to accomplish a successful financial plan is to get to know someone individually. We invite you to get to know our team of talented and knowledgable professionals who are here to be a part of your financial future.
Jeff is a partner with Capital Financial Consultants Group and a Registered Principal with Independent Financial Group, LLC. Jeff has an extensive background in business management and administration. He served as Chief Compliance Officer at his prior broker dealer, overseeing the regulatory interactions with FINRA and the SEC. Here he also oversaw the Due Diligence and Research & Analysis departments and has a vast background in evaluating alternative assets in real estate, business development and energy. Prior to merging his practice with Capital Financial Consultants Group, he co-founded a successful investment advisory firm.
Jeff specializes in financial planning; in the protection, accumulation, preservation, and distribution of wealth, and he embraces general financial planning principles when working with clients in the management process. He holds FINRA Series 7, 24, and 66 licenses.
Jeff and his wife Tina live in San Clemente, CA with sons Joey and Isaac and daughter Lauren. In his spare time, Jeff stays busy with family in San Clemente and loves coaching youth football, basketball, baseball, and soccer teams for his kids, while still trying to find time to satisfy his love for the game of golf.