Consultant | Irvine, CA
Prior to joining Horizon Actuarial Services in 2018, Jeff was part of Crews MacQuarrie & Associates starting in 2002. He has been in the employee benefits and personal finances business for almost fifteen years. His most recent experience includes several years as a Health and Welfare Consultant with Buck Consultants, Inc. and a member of the financial planning division of Prudential Securities. While at Buck, Jeff specialized with Taft-Hartley welfare benefit plans. At Prudential Securities, Jeff's provided financial planning services to individuals and corporations, including the design and implementation of corporate 401(k) plans. Before entering the financial services industry, he was a senior officer at a mid-sized printing company. Jeff possesses various security licenses, including: Series 7, Series 63 and Series 65. He is a licensed Variable Life Agent and holds certificates in mutual fund consulting and financial planning. He also holds a Bachelor of Science degree in Business Management from California Polytechnic University, Pomona, and is a member of the International Foundation of Employee Benefit Plans.