Jeffrey Alderfer (CFP®)

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

  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

A native of Harleysville PA, Jeffrey Alderfer earned a Bachelor of Science degree in Aeronautical Engineering from the US Air Force Academy, and a Master of Science in Systems Management from the University of Southern California. After serving more than twenty years as an active-duty Air Force pilot, he returned to Pennsylvania where he earned the Certified Financial Planner credential and founded Alderfer Financial Planning LLC in Wyomissing, PA.

After the events of 9/11/2001, Jeff volunteered to return to the cockpit with the US Air Force Reserve, and in 2003 he completed an extended tour of duty in the Middle East flying combat missions supporting our troops in Afghanistan and Iraq. Returning again to civilian life, he continued to serve part-time in the Air Force Reserve, retiring (for a second time) in 2009 at the rank of Colonel.

During this time, Alderfer Financial Planning continued to grow, eventually becoming Convergent Financial Strategies LLC, where he served as the Director of Financial Planning. In 2016 Jeff accepted a buy-out offer from his two partners, and since that time has been serving as an adjunct professor at Temple University where he teaches personal finance and investing to undergraduates. In 2023, Jeff joined Islamadora Investment Management where he oversees financial planning services and firm operations.

In his spare time, Jeff enjoys trail running, exploring rural Pennsylvania on his BMW R9T, and spending time with his wife Alix and daughter Amy.

NAPFA Start Date

March 06, 2023


This Office

4 Arrow Lane Chadds Ford, PA 19317 Phone: (610) 451-6157