Jeff Nordin

CFP, MBA, 20 years of financial advisory experience

I spent 20 years advising clients on their investments, stock options & RSUs, taxes, insurance, financial planning, and estate planning.

I have an undergraduate degree in economics from California State University, and an MBA from Cornell University where my studies focused on Asset Management

I earned my CFP Professional designation in 2002, and am a former CIMA (Certified Investment Management Consultant), as well as a CAP and CLU.

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