Jeff Lehrer Email & Phone Number
Managing Director
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Jeff Lehrer Location
- Wisconsin, United States
Jeff Lehrer Work
- Managing Director @ Distinctive Wealth Management (September 2017 - Present)
Jeff Lehrer Education
- College for Financial Planning
CFP (Financial Planning)
2005-2006 - University of Wisconsin-Whitewater
BBA (Finance (Financial Planning Emphasis))
1992-1997 - Port Washington High School 1988-1992
Jeff Lehrer Skills
- Asset Allocation
- Banking
- Estate Planning
- Finance
- Financial Advisory
- Financial Services
- IRAs
- Investment Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Risk Analysis
- Securities
- Strategic Financial Planning
- Wealth Management Services
Jeff Lehrer Summary
- Jeff Lehrer, based in Wisconsin, United States, is currently a Managing Director at Distinctive Wealth Management. Jeff Lehrer holds a 2005 - 2006 CFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Asset Allocation, Banking, Estate Planning, Finance, Financial Advisory and more. Jeff Lehrer has 1 emails and 1 mobile phone numbers on RocketReach.
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