Your financial planner is your primary contact at JSF Financial and the person who takes the lead in crafting your financial planning, investment management, or private wealth strategy. Our planners have expertise in numerous planning areas and scenarios, offering our clients a deep bench of dedicated and passionate professionals.
Our investment management team works alongside our planning team to craft and execute your personal investment strategy. With priorities ranging from market and economic research to portfolio construction and management and the development of investment theses, these professionals provide wide-ranging knowledge that we leverage for the benefit of each client.
Our account operations team works behind the scenes to provide seamless service and ongoing attention to critical details in your financial life. From opening accounts and quarterbacking withdrawals, to providing pertinent financial reminders, these professionals keep an eye on the ball so that you can feel your money is truly working for you.
Our business management team carries out our business strategy initiatives and keeps our office running smoothly. From operational strategies to compliance and administration, this group of professionals helps support our specialized teams and provides critical fuel for our efficiency and growth as a firm.