As Founder and Wealth Advisor at Westfield Wealth, Jeff is responsible for all management aspects of the firm. With more than 30 years as an advisor, he has extensive experience in providing independent, objective advice to successful entrepreneurs and their families. Jeff has a passion for education and served as the Department Chair and continues to be a Specialist Professor of Accounting at Monmouth University where his teaching focus is personal finance and tax.
Jeff has been recognized by Finance Star Professional as a Five Star Wealth Manager in 2020 and 20211. In 2014 he was named to New Jersey CPA magazine’s inaugural “CPA-List”. This list acknowledges the high level of performance and engagement of selected NJCPA members in a variety of practice areas. He is regularly quoted on financial planning topics by CNBC, The Wall Street Journal and US News and World Report.
1Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 or 2021 FIVE STAR Wealth Managers.