Jeffrey M. Siegel, CPA/PFS is principal of Siegel Financial, an independent firm. Securities and investment advisory services are offered through Raymond James. Jeffrey has been providing investment advice to high-net-worth individuals and businesses since 1990, emphasizing financial planning, professional money management and asset protection as a way to maximize returns while limiting risk. In addition, Jeffrey has developed a specialty in working with retirees and those about to retire. As a Raymond James advisor, he assists investors with tax planning strategies designed to help reduce their taxes and potentially avoid outliving their assets and retaining financial independence.

Jeffrey first practiced as a certified public accountant (CPA) where he gained an understanding of the need for comprehensive wealth planning. Jeffrey continued his training and was accredited the CPA personal financial specialist (CPA/PFS) in recognition of his extensive knowledge and experience in personal financial planning. The PFS designation is held by less than 1% of all CPAs in America. Jeffrey is also licensed to provide life insurance underwriting.

Jeffrey has been a contributor to the "Money Matters" column in San Diego, where he has covered timely financial planning topics. He has been a featured guest on the money section of USA TODAY's “Talk Today” feature, as well as for investment and retirement planning topics on KFWB and NBC. Jeffrey has also been a contributing member to the Society for Financial Education, a nonprofit education organization, a member of the Personal Financial Planning section of the AICPA, and a board member of Rotary International and the Scripps Health Foundation for Gift Planning. He and his wife Laura live in Mission Hills with their four children, Hunter, Ali, Dylan and Jordana.