Jeff has been with Hobert Wealth Management since 2011. He holds an MBA with an emphasis in financial planning from Cal Lutheran University, completed his undergraduate studies at UC Santa Barbara, and attended the Oxford Said School of Business Executive Finance Program. His background also includes completing UCLA's Personal Financial Planning Program and the Yale School of Management Executive Management Program. Professionally, Jeff is licensed with Series 65, 63, and 6 securities licenses, alongside an insurance license.
In his free time, Jeff enjoys world travel that has taken him through 70+ countries, including work in India, Taiwan, Italy, and Central Asia. He recently completed a term as Chairman of the World Affairs Council of Orange County and currently sits on the Executive Board of the Board of Trustees.