Jeff Wheeler Email & Phone Number
President @ The Wealth Collaborative, Inc.
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Jeff Wheeler Location
- Calabasas, CA, US
Jeff Wheeler Work
- 2007 -now President @
- 1999 -2007 Director of Wealth Management @ Assante Global Advisors
- 1993 -1999 Attorney @ Mitchell, Silberberg & Knupp
- 1981 -1993 Attorney @
- 1978 -1981 Attorney @ Kadison, Pfaelzer, Woodard, Quinn & Rossi
Jeff Wheeler Education
- University of Southern California - Marshall School of Business 2017
- Pepperdine Law
J.D. (Law)
1975-1978 - UC Irvine
B.A. (Social Ecology)
1970-1975
Jeff Wheeler Skills
- Investments
- Estate Planning
- Investment Advisory
- Wealth Management
- Financial Planners
- Retirement Planning
- Asset Management
- Asset Allocation
- Retirement
- Financial Advisory
- Strategic Financial Planning
- Asset Managment
- Investment Strategies
- Mutual Funds
- Wealth
- Wealth Management Services
- Investment Management
- 401k
- ETFs
- Financial Planning
- Securities
- Personal Finance
- High Net Worth Individuals
- Alternative Investments
Jeff Wheeler Summary
- Jeff Wheeler, based in Calabasas, CA, US, is currently a President at The Wealth Collaborative, Inc.. Jeff Wheeler brings experience from previous roles at Assante Global Advisors, Mitchell, Silberberg & Knupp, Rosenfeld Meyer & Susman LLP and Kadison, Pfaelzer, Woodard, Quinn & Rossi. Jeff Wheeler holds a University of Southern California - Marshall School of Business. With a robust skill set that includes Investments, Estate Planning, Investment Advisory, Wealth Management, Financial Planners and more. Jeff Wheeler has 1 emails and 1 mobile phone numbers on RocketReach.
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