Jeff is a Certified Public Accountant, Certified Financial Planner, and a registered investment advisory representative. Jeff's background includes decades as a California real estate broker focused on the commercial and investment real estate business, and over 35 years as a Certified Public Accountant and a Certified Financial Planner. Jeff grew up in Canton, Ohio, and attended The Ohio State University in Columbus, Ohio where he was a student athlete. After relocating to Southern California, he received a bachelor’s degree in business administration from California State University, Fullerton, with a major emphasis in both accounting and finance. Jeff is actively involved in numerous professional and community organizations, including the Orange County Estate Planning Council and the Orange County Financial Planning Association. For many years, he also served in various leadership positions with the local and national American Heart Association. Jeff is married to his wife Michelle and has two daughters.