fbpx
AdvicePeriod. It's that simple.

Jeff Embry

Jeff Embry

Partner Advisor

BIOGRAPHY

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.

Top