Get to Know Jeff:
What is the Best Advice You've Ever Received?
The best advice I ever received was from my parents: they told me at a young age that nothing truly worthwhile in life comes without hard work. They also taught me that a person's attitude is the primary driver of success.
What is Your Favorite Book?
My favorite book is The Lord of the Rings. It shows us the limitless scope of our imaginations.
What Would You Be Doing If You Weren't an Advisor With Personal Wealth Strategies?
If I wasn't working as an advisor (and wasn't working at all) I would be surfing with my kids.
Jeff graduated with honors from Boston College and Oxford University in 1997 with a BA in Economics and has been in the financial services industry since then. He began his employment with a trading firm in Jersey City where he worked as an equity trader for six years. He made the transition to financial planning in 2003 in order to work in a field that enables him to have a substantial impact on people's lives. In 2003 he attended NYU where he successfully completed his CFP® designation.
In 2018, Jeff and his partners, Steven Curry and Vincent O’Brien, made the decision to move to an independent broker dealer, Woodbury Financial Services, Inc., and join Personal Wealth Strategies. This move greatly enhanced their ability to serve their clients and enabled them to be truly independent and free from conflicts of interest.
Jeff’s practice focuses on financial planning and portfolio management, and he works primarily with families and individuals who are within several years of or in retirement.
Jeff currently resides in Sea Girt with his wife Noelle and their four children, Madeline, RJ, Henry and Stella where they enjoy running, surfing and spending time at the shore.