Jeff McCullough
Owner | CERTIFIED FINANCIAL PLANNER®
- Role
- Owner & Financial Advisor at Koenig Investment Advisory
- Location
- Ashland, OR, US
- LinkedIn followers
- 500 followers
About Jeff McCullough
I am a fee-only financial advisor and a CERTIFIED FINANCIAL PLANNER® Professional. I work with individuals, families, and business owners who require comprehensive financial planning and investment advice.My job goes beyond managing investment portfolios. I want to understand my client’s needs and help guide them through life’s challenges. I get questions on what to do about debt, whether they can buy that second home, how and when to gift assets, how much to save for their child’s college education. Helping clients make these life choices allows them to be confident in the success of their future. As a fiduciary I act with a strong sense of personal accountability to my clients. I do not earn commissions or receive referral fees. My goal is to provide transparency into the services I offer. This allows my clients to understand what they own, what services they receive and exactly what they will pay.I’m fortunate in that every day I know I am making an important and lasting impact on the lives of those I work with.
Experience
Owner & Financial Advisor
Dec 2020 — Present · Ashland, OR, US
Education
Bentley University
Studied Finance
2003 — 2005
Seattle University
Bachelor of Arts (B.A.), Finance
2006 — 2007
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