Jeffrey Schatz (CFP®, MBA)
Jeffrey Schatz 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
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
His 25 years of business experience includes positions with several respected local wealth management firms, as well as corporate banking and software design. He also spent 8 years mid-career as a full-time at home parent.
Jeff’s draws on his diverse background to help clients identify and pursue their financial goals, and assists us with implementing proven long-term investment strategies.
Jeff is a Certified Financial Planner™ and received an MBA from George Mason University in 1996. He graduated from the University of Mary Washington in 1985.
Jeff is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors, with whom he is a Certified Advisor.
Jeff lives in Fairfax and enjoys spending time with his partner, Laura, and their Yorkie, Mollie. He is a recent empty nester who sends checks to the University of Vermont, where his son attends. He is an avid and not too shabby tennis player, and enjoys travel, dining out, reading, and trying to keep up with current movies and TV.
Additional Information
Named DC's Best Financial Advisor - 2016 by Washingtonian Magazine.
NAPFA Start Date
February 11, 2014
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