Jeff Davies loves to build things, and he enthusiastically embraces the leadership role he played in building the diverse and multigenerational financial team at Peninsula Private Wealth. He 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 some 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 outlet 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 CPAs 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 master’s from Georgia Tech, where he received a “full ride” scholarship. He is a Certified Financial Planner™ professional and Chartered Financial Consultant® . He was named among Forbes’ 2018 Top Next-Generation Advisors.* Jeff is known by all for his easygoing demeanor and contagious sense of humor. He and his wife, Lindsay, have four children.
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.