Cfp Jeff Seidel Cpwa

FAQ About Cfp Jeff Seidel Cpwa

• What is Cfp Jeff Seidel Cpwa's address?

  Cfp Jeff Seidel Cpwa is located at
  Manasquan, New Jersey, United States

• What is Cfp Jeff Seidel Cpwa's job title?

  Cfp Jeff Seidel Cpwa is a
  What would you like to accomplish? What's important to you? What keeps you up at night? These are the THREE questions I start every meeting with. My team guides Highly Compensated and High Net Worth individuals through the complexities of their financial lives by implementing planning and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises. Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do. As the CERTIFIED FINANCIAL PLANNER of ShorePath Wealth Management Group, I provide advice in the following areas: • Investment Strategies • Cash-flow and Retirement Readiness Analysis • Executive Compensation and Benefits • Multi-generational Planning • Business Continuity and Succession Planning • Retirement Plans and Employee Benefits • Charitable Giving • Sustainable Investing I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I played college. I'm a current board member of the rugby alumni association's non profit, The Lowcountry Rugby Fund, as well as The First Tee of the Jersey Shore. Both organizations are focused on youth development programs through their respective sports. When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** Ubs

• What industry does Cfp Jeff Seidel Cpwa currently work in?

  Cfp Jeff Seidel Cpwa currently works in the
  Ubs

• What is Cfp Jeff Seidel Cpwa's area of expertise?

  Cfp Jeff Seidel Cpwa specializes in
  What would you like to accomplish? What's important to you? What keeps you up at night? These are the THREE questions I start every meeting with. My team guides Highly Compensated and High Net Worth individuals through the complexities of their financial lives by implementing planning and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises. Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do. As the CERTIFIED FINANCIAL PLANNER of ShorePath Wealth Management Group, I provide advice in the following areas: • Investment Strategies • Cash-flow and Retirement Readiness Analysis • Executive Compensation and Benefits • Multi-generational Planning • Business Continuity and Succession Planning • Retirement Plans and Employee Benefits • Charitable Giving • Sustainable Investing I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I played college. I'm a current board member of the rugby alumni association's non profit, The Lowcountry Rugby Fund, as well as The First Tee of the Jersey Shore. Both organizations are focused on youth development programs through their respective sports. When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

• Which languages does Cfp Jeff Seidel Cpwa speak? 

  Cfp Jeff Seidel Cpwa speaks the following languages:
  No languages available.

• Which industries has Cfp Jeff Seidel Cpwa previously worked in?   

  Cfp Jeff Seidel Cpwa has prior experience in the following industries:
  Ubs , Ubs , The Institute Of Responsible Wealth , C And A Financial

• What is Cfp Jeff Seidel Cpwa’s work experience?  

  Cfp Jeff Seidel Cpwa has the following professional experience:
  Ubs , Ubs , Ubs , The Institute Of Responsible Wealth , C And A Financial .

• How can I find Cfp Jeff Seidel Cpwa on LinkedIn?  

  You can view Cfp Jeff Seidel Cpwa’s
  LinkedIn profile at LinkedIn URL.

• What are Cfp Jeff Seidel Cpwa’s work email addresses?  

  Cfp Jeff Seidel Cpwa’s work email addresses are
  [email protected] .

• What company does Cfp Jeff Seidel Cpwa work for?  

  Cfp Jeff Seidel Cpwa works at
  Ubs