Jeff Brecht Location
- Santa Monica, CA, US
Jeff Brecht Work
- 2021 - now Financial Planner @
- 2021 - 2021 Senior Retirement Planning Consultant @
- 2017 - 2021 Retirement Planning Consultant @
- 2015 - 2016 Financial Advisor @
- 2013 - 2014 Registered Associate @
- 2012 - 2013 Client Relationship Associate - Brokerage @
Jeff Brecht Education
- College for Financial Planning
Master of Science - MS (Personal Financial Planning (MPAS®))
2019 - 2020 - College for Financial Planning
Certified Financial Planner (CFP®️)
2019 - 2020 - College for Financial Planning
Accredited Portfolio Management Advisor (APMA®️)
2019 - 2019 - College for Financial Planning
Chartered Retirement Planning Consultant (CRPC®️)
2018 - 2018 - Arizona State University - W. P. Carey School of Business
Bachelor of Science (B.S.) (Finance)
2012
Jeff Brecht Skills
- Leadership
- OS X
- PowerPoint
- Social Media
- Public Speaking
- Fixed Income
- Windows
- Sales
- Portfolio Management
- Financial Modeling
- Data Analysis
- Investments
- Business Development
- Excel
- Mutual Funds
- Fixed Income Analysis
- Outlook
- Equity Research
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing
- Options Strategies
- Training
- Customer Service
- Financial Analysis
- Teamwork
- Trading
- Options
- Analysis
- Suitability
- Equity Trading
Jeff Brecht Summary
- Jeff Brecht, based in Santa Monica, CA, US, is currently a Financial Planner at Pure Financial Advisors, LLC. Jeff Brecht brings experience from previous roles at Principal Financial Group, Merrill Lynch and Morgan Stanley Wealth Management. Jeff Brecht holds a 2019 - 2020 Master of Science - MS in Personal Financial Planning (MPAS®) @ College for Financial Planning. With a robust skill set that includes Leadership, OS X, PowerPoint, Social Media, Public Speaking and more. Jeff Brecht has 2 emails on RocketReach.
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