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.
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