Jeff Atlas, CFP®
jeff.atlas@raymondjames.com
Through his career, Jeff dedicates himself to helping clients plan for long-term retirement income. By applying more than 15 years of planning experience, he helps preserve his clients' wealth and minimize their risk of outliving their assets.
Jeff's career includes working as an auditor for Ernst & Whinney, CPAs, controller at Northside Marina and financial advisor at A.G. Edwards & Sons. In 1999, Jeff teamed with Gerry Saelzer to form the Saelzer/Atlas Wealth Management Group and they joined Raymond James in 2008, to give clients the one-on-one attention they expect and deserve.
Jeff earned his bachelor's degrees in both accounting and finance from Florida Atlantic University and subsequently attained his Certified Public Accounting (CPA) designation. His Certified Financial Planner™ certification represents the successful completion of a rigorous process that includes demanding education, examination, experience and ethical requirements.
Originally from Pembroke Pines, Fla., Jeff moved to Martin County in 1991 and currently resides in Palm City with his wife, Deanna, and their children, Justin and Delaney. As parents of children in Palm City's public schools, Jeff and his wife commit themselves to both the Education Foundation and the local classrooms of Martin County.
Jeff is a former board member of the Education Foundation, the Florida Institute of Certified Public Accountants, Big Brothers/Big Sisters, the Palm City Chamber of Commerce and Advocates for the Rights of the Challenged of Martin County. He currently coaches baseball for Martin North Little League.
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.