Jeff Wood, Financial Advisor located in Cameron Park, CA

Financial Advisor
Jeff Wood

CFP®
3439 Robin Lane #120, Cameron Park, CA 95682opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Divorce Finances
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Golfing
  • Coaching Sports
  • Traveling
  • Culinary Arts

Team Members

  • Veronica Higgins
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Phone

(530) 676-9422

Fax

(888) 730-8166

Office Address

3439 Robin Lane #120
Cameron Park, CA 95682opens in a new window

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