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Jeff Schade, CFEd® 

Financial Planner

Jeff Schade’s No. 1 goal has always been to help clients develop a sound financial plan so they can confidently make prudent investment decisions. He is a financial planner and Certified Financial Educator (CFEd®) who has been working with and educating clients since 1992.

Jeff holds several securities registrations, including the Series 7 (General Securities), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law). He also has insurance licenses in multiple states.


Ready to learn more about strategies for retiring with confidence?

Schedule a meeting today!