Jeffrey M. Zuanich, CFP®, CFA® is an Advisor with SEIA. He works with Senior Partner, Vince A. DiLeva, and his team. Jeff’s primary focus is on investment management strategies for affluent individuals and businesses. To complement, he develops retirement and estate planning directives as part of a holistic management approach. He believes in using a forward looking approach to economic conditions, diligent analysis of investments, and maintaining objectivity. This allows both himself and the firm to best serve clientele with integrity and respect. Jeff has been working in investment management since 2007. In his free time, enjoys spending time with his wife, son and daughter.
Jeff graduated from the University of San Diego with a Bachelor of Science Degree in Biology and Chemistry. Jeff holds the Chartered Financial Analyst® (CFA) designation issued by the CFA Institute. He is also a Certified Financial Planner TM (CFP®) practitioner, issued from the Certified Financial Planner™ Board of Standards, Inc., and retains his Series 7 and 66 securities licenses. He is also a licensed insurance agent (CA Ins. License #0E95712).