MBA, Cornell University
+ concentration in Investment Management
BA Economics, California State University
+ minor in International Finance
20 years advising clients on Investments, Taxes, Banking, Insurance, Estate and Financial Planning
CERTIFIED FINANCIAL PLANNER™, since 2002
According to workshop participants...
"It was financial education from someone who was not trying to sell financial services…"
"Jeff took the time to answer questions and gave an overall great presentation…"
"Content was great..."
"...very easy to follow and very informative."
"...made a boring subject like taxes on my options interesting and got me to understand the considerations to think about."
"More time or multiple sessions would be awesome!"
"...completely changed the way I think about my investing."
"Non-sales / unbiased talk about an often sales driven business…"
"It was informative and seemed unbiased…"
"Easy to follow…"
"Not enough time!"
"Just wish we had more time…"
"Great overall review..."
Core Financial Concepts, LLC does not provide financial, legal, or tax advice.
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Core Financial concepts llc
san francisco, ca