Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies. He has advised individuals at various stages of retirement planning on how to maximize income, minimize loss in unpredictable market conditions, and meet individual client goals.
In the field of retirement security, Jeff displays deep knowledge and has earned respect among his peers in the profession. In the financial services industry, Jeff developed timely and innovative financial products geared toward protecting assets and maximizing retirement income with leading Fortune 100 firms. To educate those charged with fiduciary duties to retirees, his responsibilities involved creating and executing training programs for financial advisors, to help them understand the benefits of various retirement products and their role in a secure retirement portfolio. He has developed educational programs and presented his findings to financial advisors as well as individual retirees.
Jeff is also recognized for his expertise in long-term care and health care planning, a specialty from three decades of managerial experience and working with families. This has included a focus on financial and insurance-related products that achieve retirement security and are appropriate in the various stages that age brings to retirement.
At Secure Retirement, Jeff researches economic, political and social trends, using the lens of retirement security to assess opportunities and risks to client portfolios. He strives to find solutions that positively impact retirement decisions. For example, the optimal timing for receiving social security benefits. Each seemingly small decision has important consequences as timelines and plans evolve.
To complement the conservative investment model of Secure Retirement, Jeff analyzes and proposes retirement investment plans and options. Importantly, he hopes to educate individuals and families about the peace of mind that retirement security planning can bring to their lives. He regularly meets with clients to discuss financial planning matters that contribute to their retirement security goals.
Jeff"s qualifications include the following licenses: securities Series 6 and 7; investment advising Series 65; life and health insurance (CA); and Series 63, a state securities regulation and law qualification.
Dianne WarrenMarketing Assistant / Client Services
Dianne joined Secure Retirement in early 2013. She helps and produces the many communications our clients' rely on at Secure Retirement. In addition to working with clients', Dianne coordinates client events and communications.
Michelle KozelClient Services
Michelle interacts with clients, assisting in the opening of all new accounts and taking care of their day to day needs.
Sudhir AggarwalBusiness Consultant
Sudhir is a business consultant providing Secure Retirement ongoing advice to our firm. Sudhir is also the Managing Partner of Transition Management which provides management and advisory services to middle market companies in the Western United States. Previously, Sudhir was a Senior Vice President at Bank of America, and a Managing Director at Bank of Boston. Sudhir began his career in financial services as an officer in the Special Assets Group of J.P. Morgan. He received a B.A. degree from Dartmouth College and an M.B.A. from Stanford University.