Jeff has been a member of Baker Street Advisors since 2022. Jeff provides comprehensive financial planning to high-net-worth individuals and related entities. Since 2004, his direct experience has covered all areas of wealth management, focusing on income tax planning, wealth transfer, philanthropy, and alternative investment vehicles.
Prior to joining Baker Street Advisors, Jeff spent 17 years at an independent RIA firm in the SF Bay Area. As the Director of Financial Planning there, he educated and developed advanced strategies and techniques for the advisor team.
Jeff holds a B.S. in Accounting from Cal Poly Pomona and received a professional certificate in Strategic Decision and Risk Management program from Stanford University. Jeff is a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA), and a Chartered Advisor in Philanthropy (CAP®). Jeff was also an Enrolled Agent (EA)from 2004 to 2014.