Jeff Davies loves to build things. And he enthusiastically embraces the leadership role he played in building the diverse and multi-generational financial team at Peninsula Wealth. Jeff is a future-focused strategist with a process-driven approach to investment and planning. Jeff refuses to play in the one-size-fits-all arena typical of many wealth management firms. He works to provide multiple options for clients at every level of personal wealth.
Jeff’s unconventional resume includes previous experience as an aerospace engineer, and a successful entrepreneur. Both ventures helped him develop a razor-sharp business sense, but he ultimately wanted a more challenging oulet for his skills. He decided to become a wealth advisor. The rest, as they say, is history. “It was a natural transition,” Managing Director John Schindler says of his partner, “Jeff is a born problem solver who brings a fresh perspective.”
Working with extremely large portfolios has not caused Jeff to lose sight of his grass-roots values. Getting to personally know families, and help them see tangible growth in their financial future, is still the most gratifying perk of his job. Many even call him for advice beyond their portfolios. A big-picture thinker, Jeff finds that working with trusted CPA’s and attorneys associated with his clients is helpful for achieving optimum results. He also has what he calls a “Mind’s eye for what’s next,” which helps keep him a step ahead of fickle market trends.
Jeff is a magna cum laude graduate of Michigan Tech, with a Masters from Georgia Tech, where he received a “full ride” scholarship. He is a CERTIFIED FINANCIAL PLANNER™
professional and Chartered Financial Consultant. Jeff is known by all for his easy-going demeanor and contagious sense of humor. He and his wife Lindsay have four children.
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