Jeffrey Waters (CFP®)
Jeffrey Waters focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
I spent the first seventeen years of my career in the Securities Industry, the last six of which as Associate Director of U.S. Equity Research at Salomon Smith Barney. I started OFC ("order from chaos") Financial Planning, LLC in 2005. My practice involves comprehensive financial planning and investment management for high net worth individuals. Many of my clients work in the financial services industry and thus have exposure to the markets through their jobs. I specialize in building portfolios that help hedge the risks to a client's income stream through their jobs.
Additional Information
I have a B.A. in Economics from Yale University and an MBA from Stanford University. I teach the Investments section of the Certificate Program in Financial Planning at NYU. I also sit on the Board of Education of the Millburn Township Public Schools, one of the nation's top public school districts, where I am Chairman of the Finance Committee. I am married with two children.
NAPFA Start Date
October 15, 2004
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.