Jeffrey Waters (CFP®)

Jeffrey Waters focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

I spent the first seventeen years of my career in the Securities Industry, the last six of which as Associate Director of U.S. Equity Research at Salomon Smith Barney.  I started OFC ("order from chaos") Financial Planning, LLC in 2005.  My practice involves comprehensive financial planning and investment management for high net worth individuals.  Many of my clients  work in the financial services industry and thus have exposure to the markets through their jobs.  I specialize in building portfolios that help hedge the risks to a client's income stream through their jobs. 

Additional Information

I have a B.A. in Economics from Yale University and an MBA from Stanford University.  I teach the Investments section of the Certificate Program in Financial Planning at NYU.  I also sit on the Board of Education of the Millburn Township Public Schools, one of the nation's top public school districts, where I am Chairman of the Finance Committee.  I am married with two children.

NAPFA Start Date

October 15, 2004


This Office

35 Canoe Brook Rd Short Hills, NJ 07078-1119 Phone: (973) 307-0186 Fax: (973) 215-2117