Certified Financial Planner ® | Executive Financial Consultant
Jeff Somers, CFP®, RRC
As a CERTIFIED FINANCIAL PLANNER® professional since 2004 and frequent financial educator, Jeff specializes in tax-efficient portfolio management, providing sound advice and financial support to corporate or small business owners and retirees.
Jeff’s philosophy is simple: put people and service first. Jeff tailors solutions to your life’s goals, focusing on all areas of your financial life. This includes incorporating his knowledge and specialization in the areas of retirement income planning, corporate investment strategies and insurance protection.
Jeff believes firmly in giving back to his community, offering support to a variety of local causes. He and his wife Kendra have two children, Jayden and Moorea. They spend their free time travelling and enjoying island adventures.
What does Jeff Somers specialize in?
Jeff Somers is a CERTIFIED FINANCIAL PLANNER® professional and Executive Financial Consultant who has practiced since 2004. He specializes in tax-efficient portfolio management for corporate and small business owners and retirees, with a particular focus on retirement income planning, corporate investment strategies, and insurance protection.