Profil
Mr. Jeffrey A.
Christie is a Director of Wealth Management at Ken Stern & Associates, Inc. He is a Director of Wealth Management at Asset Planning Solutions, Inc. and has been with the firm since 2004.
He focuses on creating financial plans and long-term investments for individuals and small businesses.
He works with many medical professionals, and is aware of the special needs of a practice owner or partner and how they differ from those of their staff.
He continues his practice with this in mind, and focuses on educating his clients and being sure they understand their investment, estate, tax, and overall financial plans.
He serves as on the board of directors as well as the treasurer for Church of His Kingdom.
He completed his Bachelor of Science degree in Finance at San Diego State University.
Anciens postes connus de Jeff Christie
| Sociétés | Poste | Fin |
|---|---|---|
Ken Stern & Associates, Inc.
 Ken Stern & Associates, Inc. Investment ManagersFinance Ken Stern & Associates, Inc. provides investment advice. The company is based in San Diego, CA. The company was founded in 1998 by Kenneth Aaron Stern. Ken Stern & Associates was acquired by Lido Advisors LLC on January 22, 2019. | Gestionnaire de Portefeuille-Actions | 30/01/2019 |
Formation de Jeff Christie
| San Diego State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Ken Stern & Associates, Inc.
Ken Stern & Associates, Inc. Investment ManagersFinance Ken Stern & Associates, Inc. provides investment advice. The company is based in San Diego, CA. The company was founded in 1998 by Kenneth Aaron Stern. Ken Stern & Associates was acquired by Lido Advisors LLC on January 22, 2019. | Finance |
