Hi, I'm Jeff Harley, and I'm excited to be a part of Fiduciary Financial Advisors as of April 2023. As a virtual financial advisor, I specialize in working with employees with stock compensation and small business owners.
After a successful career as a product manager at a tech company, I made the transition to becoming a full-time financial advisor a little over three years ago. I found that I loved the work and the flexibility that came with it. I began by starting my own RIA and eventually transitioned into joining AdvicePeriod, where I honed my skills and gained valuable experience.
Now, as a part of the team at Fiduciary Financial Advisors, I am committed to helping my clients achieve their financial goals through personalized advice and guidance. As a virtual advisor, I am able to work with clients from all over the country, which allows me to serve a diverse range of clients with different financial needs and goals.
I believe that financial planning should be accessible to everyone, regardless of their location or financial background. That's why I am committed to providing a virtual experience that is just as effective as an in-person one. Whether you're looking to grow your wealth, plan for retirement, or navigate your stock compensation plan, I am here to help.
At Fiduciary Financial Advisors, we are dedicated to providing fiduciary advice and putting our clients' interests first. I share this commitment and strive to provide my clients with the best possible advice and guidance to help them achieve their financial goals.
Thank you for considering me as your financial advisor. I look forward to working with you and helping you achieve financial success.
