Jeff has worked with investors, investment professionals and companies across the investment ecosystem since 1998. His passion and entrepreneurial mindset have consistently driven growth and innovation for the clients and the firms that he has partnered with. Integrity, teamwork and a commitment to excellence are the hallmark of his work.
Jeff also has relationships and experience in the financial technology “FinTech”/software industry. While working for Motif Investing and Motif Capital Management in Silicon Valley, he partnered with ETF providers, investment banks, venture capital and private equity firms and helped build multiple investment platforms. His passion for investing and technology are a constant driving force at Drishti Wealth Management.
Education
- Bachelor of Business Administration from The University of San Diego where he studied Finance and Biology.
- Studied International Finance and Spanish Language at the Spanish-American Institute of International Education.
Professional Qualifications
- Holds the CIMA® professional designation – Certified Investment Management Analyst®
- Holds the CPWA® professional designation – Certified Private Wealth Advisor®
- Holds the Series 7, 63 and 65 licenses through LPL Financial
- FINRA Series 7: General Securities Representative Examination
- FINRA Series 63: Uniform Securities Agent State Law Examination
- FINRA Series 65: Uniform Investment Adviser Law Examination
- Currently resides in North County, San Diego, CA where he enjoys surfing, running marathons, climbing mountains, skiing, traveling, yoga, and anything outdoors. He played Division I-AA football in college, speaks Spanish and spent time studying international finance in Seville, Spain.