Jeff Settle
Owner/CERTIFIED FINANCIAL PLANNER(TM) Practitioner at District Financial Planning
- Role
- Owner Certified Financial Planner(Tm) Practitioner at District Financial Planning
- Location
- Silver Spring, MD, US
- LinkedIn followers
- 500 followers
About Jeff Settle
As CERTIFIED FINANCIAL PLANNER™ practitioner in D.C, Maryland, and Virginia, Jeff holds…
Experience
Owner Certified Financial Planner(Tm) Practitioner
Jan 2012 — Present · Silver Spring, MD
I help busy professionals take control of their finances through comprehensive financial planning.
Education
Virginia Tech
B.S., Finance
1998 — 2002
Salem High School
Diploma
1994 — 1998
Virginia Tech - Pamplin College of Business
B.S., Finance
1998 — 2002
Skills
- Financial Advisory
- Charitable Giving
- Strategic Financial Planning
- Small Business
- Retirement Planning
- Saving for Education
- Employee Benefits
- Investments
- Term Life Insurance
- Estate Planning
- Fas 123r
- Wealth
- Finance
- Securities
- Customer Service
- Financial Planning
- Retirement Income Strategies
- Insurance
- Asset Allocation
- Retirement
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