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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4 Old Brick Circle Pittsford, NY 14534-1027 Phone: (585) 442-7580 Fax: (585) 473-9947