Jeff Nettles joined the Capital Financial Strategies team to share his love for financial planning. Jeff’s passion includes planning for both families and businesses. He has a real desire to help and inspire his clients to reach their goals.
Jeff’s Planning Services:
Families
- Retirement Planning
- Investment Planning
- Risk Management
- Tax Planning
- Estate Planning
- Current Financial Position
Business
- Collaborative Process management
- Ownership Transfer and Succession Planning
- Ownership Contingency
- Key Person planning
- Employee benefits planning
A graduate of the University of Florida with a BA in Political Science, Jeff is committed to lifelong learning. He stays professionally sharp as a member of the Financial Planning Association (FPA) and the Financial Services Institute (FSI).
Jeff is uniquely suited to this mission, having extensive backgrounds in planning, teaching (economics and government) and coaching (football and currently his girls’ soccer team). His most important asset, however, is his family – Brittney, his wife, and two girls Addison and Mia. Through his devotion to his family, work, and volunteering, Jeff has a wealth of financial planning and real-life experiences to draw upon.
If you’re looking for an advisor who has a strong work ethic and seeks to honestly understand his clients before offering guidance, engage with Jeff.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Advisor Networks LLC and Capital Financial Strategies and is not sponsored or endorsed by Cetera Advisor Networks LLC nor Capital Financial Strategies.
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