^* Jeff Eisfelder, CFP®

Education:
B.S. in Business Administration, Marketing, University of Arizona

Responsibilities:
With more than 25 years of experience in private wealth, portfolio construction, asset allocation, and alternative investments, Jeff focuses on developing close personal relationships with his clients built on trust, honesty, and transparency. His primary duties include client investment and relationship management. Jeff helps clients understand and plan for important financial goals, such as retirement and educational expense planning, while ensuring they are prepared financially for life's unexpected turns. Through a rigorous assessment process, he evaluates his clients' current investments, risk tolerance, and cash flow needs to develop long-term, strategic asset allocation plans that help them achieve their goals. Once the strategy is implemented, he communicates frequently to keep his clients informed of their progress.

About Jeff:
Born and raised in Los Angeles, Jeff resides in both Marina Del Rey, CA and Johnson City, TN. Before joining SFE, he served as Managing Director at First Foundation Advisors, Vice President and Senior Financial Advisor at City National Bank, and Managing Director and Chief Investment Officer at Lido Advisors. He serves on the Board of Directors for Families Free in Tennessee, a nonprofit serving families faced with adverse events. He also spent five years serving on the Board of Directors for Levitt & Quinn, a nonprofit family law firm in Los Angeles serving families and children in need.

Jeff graduated from University High School in West Los Angeles before attending the University of Arizona. He is an avid baseball fan and coach and continues to watch and support his son Nathan's baseball career. In his spare time, he enjoys traveling with his wife Kim, playing fetch with his golden retriever Knox, and competing on the pickleball court.