Jeff Schade

Financial Planner CFEd®


Jeff Schade has been working with clients to help grow, protect and transfer wealth from one generation to the next in a tax-efficient manner since 1992. He focuses on risk-reduction strategies. Jeff holds a Certified Financial Educator Designation (CFEd®), and has passed the Series 65 (Investment Adviser Registration), Series 7 (General Securities Registration) and Series 24 (General Securities Principal) securities exams. He also holds life insurance licenses in many states across the United States.

Jeff is a graduate of The Ohio State University, is involved in his church and is an active coach for kids sports.