Jeff Embry is a Partner Advisor with AdvicePeriod and based in the Bay Area of Northern California. Since beginning his wealth management career in 2002, he has brought a consultative approach to his high net worth clients, including individuals, families, business executives, and retirees.
Before joining AdvicePeriod, Jeff was a Vice President at Churchill Management Group. Before that, he was a Vice President at Fisher Investments. Jeff relies on this investment-focused experience to educate clients with a deeper understanding of the market and help them stay focused on their long-term goals and objectives.
Jeff graduated from San Diego State University with a Bachelor of Science degree in Business Finance. When he has free time, you can find Jeff on the golf course or spending time with his family and beautiful daughter Katie.
- (415) 814-9455