Jeff Schatz, Senior Wealth Advisor

(703) 986-3408

Jeff draws on his diverse background to help clients with a wide variety of life circumstances to pursue their financial goals.

Jeff’s 25 years of business experience includes positions with local wealth management firms, as well as corporate banking and software design. He also spent 8 years mid-career as a full-time at home parent.

Jeff is a Certified Financial Planner™ and received an MBA from George Mason University in 1996. He graduated from the University of Mary Washington in 1985.

Jeff is a Certified College Financial Consultant (CFCC) and helps clients to identify and fund cost-effective college education options, including scholarships and loans.

Jeff was named as one DC’s Best Financial Advisors – 2016 by Washingtonian Magazine.

Jeff is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors, with whom he is a Certified Advisor.

Jeff lives in Fairfax and enjoys spending time with his partner, Laura, and their Yorkie, Mollie and his son during breaks from attending the University of Vermont. Jeff is an avid and not too shabby tennis player, and enjoys travel, dining out, reading, and trying to keep up with current movies and TV.

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