Jeff Nordin, MBASan Francisco, California, United States
Jeff Nordin, MBA is a certified financial planner and chartered life underwriter, with over 28 years of experience in investments, taxes, insurance, financial planning, employee stock options, RSUs, and estate planning. He received his MBA with a focus on investment management from Cornell Johnson Graduate School of Management and studied economics with a minor in international finance at California State University in Hayward.
Throughout his career, Jeff has worked for various financial institutions such as UBS, Wells Fargo Private Bank, and Bank of the West/BNP Paribas NY Wealth Management. He was also a Vice President at Fidelity Investments, Manager at Deloitte, and Senior Associate at Prudential Financial.
Jeff is the founder of Core Financial Education LLC and was previously a Co-Owner at 5150 Capital. Additionally, he was a VP, Co-Founder, Advisor, and VP at Assist, Symbuyosis, XOJET, and Solairus.
Jeff's financial education services have no conflicts of interest, with no financial products or services for sale and no relationships with any bank, broker, insurance company, or investment manager. He is a chartered advisor in philanthropy, committed to providing financial education services to his clients and the public.