Jeff Harley is a Partner Advisor with AdvicePeriod. He primarily works with clients that have significant employer stock holdings. He is well versed in the behavioral and technical aspects of managing sudden wealth that often comes with stock compensation. He is also familiar with benefits programs offered by both private and public companies.
As a veteran of the software & technology industry, Jeff Harley has extensive first-hand experience with the complex world of equity compensation. Having navigated the waters from startup to multi-billion-dollar successful IPO, Jeff has unique personal experience that we believe our clients will benefit from.
After earning his Certificate in Financial Planning from UCLA, Jeff decided to become a Financial Advisor full-time in order to help others plan for and optimize their financial lives including stock compensation.
Jeff currently lives in Ventura, CA, a lovely seaside village between Malibu and Santa Barbara. He shares his life with his wife Aurora and their daughter Juniper. Jeff holds his Series 65 (Investment Advisor) license and has earned the Personal Financial Planning Certificate from UCLA.