Jeffrey Feldman (CFP®, PhD)
Jeffrey Feldman focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Jeff Feldman, Ph.D., CFP founded Rochester Financial Services in 1993. In addition to being a member of NAPFA, he is a member of the National Association of Tax Practitioners. He is a licensed Certified Financial Planner, a Ph.D. from the University of Rochester, and a Registered Investment Advisor with the US Securities & Exchange Commission. He is recognized as a Rochester Business Journal Top 25 Money Manager and Top 25 CFP. Jeff has been quoted in national financial publications Business Week, Newsweek, Kiplinger's, Wall Street Journal and Smart Money and has been interviewed on local TV on various financial matters.
NAPFA Start Date
March 27, 1997