Jeff explains why he supports Whistlestop:
My grandparents were great role models and a tremendously positive influence in my life. They were very generous and cared about their neighbors. Volunteering to help older adults in Marin is my way of honoring them.”
Professional Affiliations
- Financial Planning Association of San Francisco
- CFA Society of San Francisco
Background
- 17+ years in the investment business as a securities analyst and portfolio manager. He is now a Certified Financial Planner®, helping families to create more confidence and ease around money while they plan for the future.
- In his younger days, Jeff was a chef at Chez Panisse in Berkeley.