Jeff Settle Email & Phone Number
Owner and CERTIFIED FINANCIAL PLANNER(TM) Practitioner @ District Financial Planning
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Jeff Settle Location
- Silver Spring, MD, US
Jeff Settle Work
- Owner and CERTIFIED FINANCIAL PLANNER(TM) Practitioner @ (January 2012 - Present)
- CERTIFIED FINANCIAL PLANNER (TM) Practitioner @ (July 2004 - December 2011)
- Benefits Administrator @ (January 2003 - January 2004)
Jeff Settle Education
- Virginia Tech - Pamplin College of Business
B.S. (Finance)
1998-2002 - Virginia Tech
B.S. (Finance)
1998-2002 - Salem High School
Diploma
1994-1998
Jeff Settle Skills
- Microsoft Word
- VA
- Saving for Education
- Estate Planning
- Small Business
- Retirement Income Strategies
- Charitable Giving
- Strategic Financial Planning
- Healthcare
- Investments
- Retirement
- Wealth
- Retirement Planning
- Sales
- Certified Financial Planner
- Employee Relations
- Financial Advisory
- Project Planning
- Fas 123r
- Term Life Insurance
- Asset Allocation
- Insurance
- Securities
- Microsoft Office
- Customer Service
- Financial Planning
- Finance
- Services
- Employee Benefits
Jeff Settle Summary
- Jeff Settle, based in Silver Spring, MD, US, is currently a Owner and CERTIFIED FINANCIAL PLANNER(TM) Practitioner at District Financial Planning. Jeff Settle brings experience from previous roles at Ameriprise Financial Services, Inc. and Towers Perrin. Jeff Settle holds a 1998 - 2002 B.S. in Finance @ Virginia Tech - Pamplin College of Business. With a robust skill set that includes Microsoft Word, VA, Saving for Education, Estate Planning, Small Business and more. Jeff Settle has 1 emails and 2 mobile phone numbers on RocketReach.
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