Juniper Wealth Management is a family-run company founded with the mission to provide sound financial recommendations that will help give you the greatest possible benefit. We’ll help create the right retirement plan for you, taking your current lifestyle, financial situation, goals, and dreams into account. We’ll help you make more educated, informed, and smart retirement decisions. After all, you’ve worked hard to get where you are – shouldn’t you have the opportunity to enjoy your future without excess worry?
Jeff is licensed as both an insurance advisor and a Registered Investment Advisor, a combination that allows him to offer his clients an array of financial solutions to meet their individual needs and goals. Jeff has the fiduciary responsibility to serve his clients’ best interests, and he takes this duty incredibly seriously.
Being securities licensed, Jeff can review a client’s complete portfolio and make suggestions to help them better achieve their goals, helping them find the financial solution that is right for them and their unique situation.
He often educates and counsels clients on:
Being an independent financial advisor is important to Jeff and his clients, he says: “Imagine going to a mechanic who only has a certain set of tools he can use. ‘If it’s not in this toolbox, you can’t use it,’ his boss tells him. But your car is a high-performance vehicle that requires more sophisticated tools. Do you stay with him and hope for the best, or do you go to a skilled mechanic who has access to any tool he might need to get the job done well?”
In addition to offering insurance, financial, wealth and tax planning, Jeff partners with CPAs and attorneys to create client trusts.
He is proud to have his son, Shaun, working alongside him in the family firm. A Southern Californian from birth, and son of a financial advisor himself, Jeff loves being outdoors, whether paddle boarding, boating or playing golf.