BSH Financial's founder and President Jeff Gantz is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has assisted clients in managing wealth for over 20 years. Previous to him becoming an independent advisor affiliated with Raymond James, he was a financial advisor with Smith Barney (2001 -2008) and a branch manager and financial advisor with Olde Discount Stockbrokers (1993-2001).
He graduated from Indiana University's School of Business in 1992 and served in the Indiana Army National Guard (1987-1993), including active duty service in the U.S. Army (1988-89). He is married with two children.
Jeff Gantz holds the following licenses:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.