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Jeff is a Certified Financial Planner™ (CFP®) and a Certified Plan Fiduciary Advisor (CPFA) with Moorhouse Financial Wealth Management Group, serving clients on the South Coast for over 30 years. Additionally, Jeff is a Certified Exit Planning Advisor (CEPA), a unique credential that allows professional advisors to deeply engage with business owners and help them plan every aspect of their business and personal finances.
In a world where professional titles often define success, Jeff stands out by showing that true accomplishment goes far beyond letters behind a name. Jeff goes beyond these titles to embody what it means to truly serve others.
A Heart for Fellowship and Service
It’s rare to find someone who balances the precision of finance with a passion for community service, but Jeff does just that. From his active involvement in local initiatives to the hours he spends mentoring others, Jeff shows that success isn’t just about profits—it’s about people. Whether volunteering at community events or supporting nonprofits, Jeff is a guiding light to those around him. For him, building meaningful relationships is just as important as building wealth.
For example, Jeff is an instrument-rated pilot, owns a Beech Bonanza A36, and enjoys volunteer flying for Angel Flight West, serving as their SoCal Wing Leader. He also serves as a volunteer pilot for the Santa Barbara Sheriff Aero Squadron.
A Visionary Leader
Jeff’s leadership isn’t just about growing one’s portfolio—it’s about strengthening his community. Whether leading financial literacy workshops or helping local families in need, he’s a man of action. He doesn’t talk about change—he creates it.
“Jeff’s leadership is refreshingly down-to-earth. He makes you feel heard, even while discussing complex financial matters. For him, it’s not just about the numbers—it’s about improving lives.”
Serving with a Smile
Jeff’s story isn’t about titles—it’s about a life of purpose. Whether working with local organizations or lending a hand to a neighbor, his commitment to making a difference is unwavering. Jeff’s wife, Christie, is a Realtor® with Comfort Realty and together they make their home in Ventura County.
Jeff reminds us that real success is about more than professional accolades. It’s about community, compassion, and leading with the heart.
https://www.raymondjames.com/moorhousefinancialhttps://www.raymondjames.com/moorhousefinancial
