Cfp® Jeff Avila

Jeff Avila has extensive work experience in the financial services industry. Jeff began their career at Fidelity Investments in 2010 as Vice President, Financial Consultant, where they honed their skills in practice management, estate planning, and behavioral finance. Jeff then joined Omega Financial Group, LLC in 2016 as a Senior Wealth Advisor, advising clients on wealth creation, preservation, and distribution. Currently, they are a Partner and Managing Director at Mission Wealth, where they also serve as a Client Advisor, providing personalized guidance to clients in achieving their financial goals.

Jeff Avila, CFP® has attended the College for Financial Planning, where they pursued further education in the field of financial planning. While the specific degree or field of study is not mentioned, Jeff Avila has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board.