Jeffrey Capellen

Financial Advisor, RJFS
Partner, Kruse Woods Financial Partners

Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner who began work in the financial services industry in 1988 after earning his degree in Business Administration from Oregon State University. Prior to collaborating with four other experienced advisors to establish Kruse Woods Financial Partners in 2014, he worked at First Investors for 26 years. Jeff appreciates the independence, industry research and resources that he and his partners at KWFP are offered through Raymond James.

As a CFP® professional, Jeff focuses his practice on investment management and financial planning for individuals and small businesses. He enjoys partnering with them to pursue their goals in all elements of financial planning including insurance, investing, wealth management, tax planning, retirement planning and estate planning. He takes great pride in helping clients achieve the success they desire whether it be saving for their dream house or sending their kids to college. Building lasting relationships is what Jeff values most.

Jeff, his wife Tracy, their two daughters and their three dogs live on a 25 acre farm in Newberg. They enjoy traveling, reading, camping, cruising on their Harley Davidson, spending time outdoors, cheering for the Portland Trailblazers and working on their property. Jeff competes in marksmanship matches throughout the West Coast, serves as a board member for a large regional non-profit organization and volunteers weekly at his daughters’ school.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matter with the appropriate professional.