Jeffrey M. Siegel
CPA/PFS
Financial Advisor, RJFS

4330 La Jolla Village Dr.
Suite 330
San Diego, CA 92122
Phone: 858-866-3550
Fax: 858-535-0763
Toll-Free: 877-752-6463
Contact Us

Testimonials

What My Clients Are Saying...

My wife Debbie and I were referred to Jeff Siegel several years ago by a friend of ours.  From the beginning I found him to be very well informed and insightful, not just in investment recommendations, but insightful to what makes sense for us and the lifestyle we lead.  Over the years Jeff's attentiveness and ability to consider the effect of changes in our lives has served us well in up and down markets. Our portfolio is substantial, yet we were concerned about spending down our assets too fast during retirement years. Having an investment advisor that understands tax planning has helped us in many ways and we are very grateful to have Jeff managing our portfolios.

Steve and Debbie Hartman - San Diego, California


Thank you for your most recent advice and assistance in obtaining life insurance coverage for Carl and me.  You helped us make an intelligent decision that will save us money in the long run and insure our financial stability.  You demonstrated genuine concern for our individual situation by evaluating our existing portfolio and retirement needs.

We appreciate our long-standing relationship and your comprehensive view of our investment portfolio.  We are a small client but feel we are treated like millionaires!  Thanks again for all your help.

Carl & Karen Weymann – San Diego, California


I have known and relied upon Jeff Siegel for nearly twenty (20) years for tax planning and financial advice.  While the relationship started as one focused primarily on annual tax filings, those early experiences of trust, thoroughness and dependability eventually evolved to include my frequently consulting with Jeff throughout the year regarding other important financial decisions for myself and my family.  In that regard, I always found him to be extremely well informed, very personable, and highly responsive to my needs.  I greatly value both our professional relationship and the genuine friendship that has grown out of it over the years.

I am pleased to say that Jeff is now completely in charge of my entire investment and retirement portfolio.  I can assure you that this was not a decision that I made lightly.  It is, however, one that I made without reservation.  Jeff has been instrumental in consolidating my investments and individually tailoring an overall financial strategy that fits my present life style as well as my hopes for the future.  I continue to be impressed with his knowledge of available financial products, his conscientious hands-on style, and his steadfast dedication to my financial future.     

I am happy to say that I continue to trust Jeff to make well informed and objective decisions for the benefit of myself and my family, and intend to do so for many years to come.

Eugene C. Moscovitch, Esq. – Los Angeles, CA


Jeffrey Siegel was referred to me by my accountant several years ago and I appreciate the time he has taken to dovetail my investment planning approach with my accountant.

 I am grateful that I can rely on his unique expertise and insightful judgment.  He has been very helpful and trustworthy, but most of all, I appreciate the fact that he takes all the time necessary to explain the portfolio's plan.  Jeff has been instrumental in advising me on my current lifestyle needs, future needs, and retirement planning.  I never hesitate to recommend him to my friends.

Jeanine Bertrand, Palm Springs, California 


Jeff Siegel has consistently steered our personal, as well as our Company investments into areas that give us not only growth, but protection of our assets.  We have found Jeff’s knowledge of the market and other investment vehicles helped not just our personal and business, but some of my accounting and tax clients as well.  I can heartily recommend him to anyone looking for assistance in investments.

Larry Schaefer, VP and CFO, Liberty Escrow