Jeff Nordin, MBA, CFP®, CAP®, CLU®

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 also a CAP (Chartered Advisor in Philanthropy) and CLU (Chartered Life Underwriter) as well as a former CIMA (Certified Investment Management Consultant), .