Jeff West, CPFA®
Client Relationship Manager - Retirement Plans
You miss 100% of the shots you don't take." - Wayne Gretzky
Jeff joins SFP Wealth with roughly 7 years’ experience in the Financial Services industry, tied to the retirement plan field. Responsible for managing and developing long term relationships with clients, Jeff oversees the operations and day to day management of his plans. He works with our clients to ensure that fiduciary standards are met in order to facilitate the delivery of exceptional advisory services.
Jeff graduated from the University of New Hampshire in 2014 with a bachelor’s degree in Finance. Currently he holds a Series 6, Series 63 and the Producer Life Insurance license.
Outside of the office, Jeff enjoys spending time with his family and friends, hockey, golf, and watching his favorite Boston sports teams.