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Jeff Seuferling, CFP®
Managing Vice President

"Change is uncomfortable, the positive results are fulfilling."

JEFF SEUFERLING

Jeff Seuferling has always been a saver. He started work at an early age, saving money into the old-fashioned passbook savings account, the type the bank teller updated by stamping the amount of interest earned since the last visit. His lifelong motivation to save made it a natural transition into a career to help others save for financial independence.

After receiving his accounting degree from the University of Central Missouri, Jeff entered into the financial services industry in 1996. The experience he gained in real estate, investments, taxes and estate planning made accepting the position with Trilogy in 1999 a good move for his career enhancement goals. Once promoted to Regional Vice President, Jeff opened the first expansion branch for Trilogy in Corona, CA.

Starting the office from scratch, Jeff has hired and trained many successful advisors from various backgrounds. He attributes the office success to hiring quality people, an intense, ongoing training program integrated with a client-centric service-based model for their clients.

A CERTIFIED FINANCIAL PLANNER®, he holds multiple securities licenses and is life insurance licensed. The Corona office has certified professionals to help with all types of planning issues, including insurance, investments and retirement income planning to name a few. His training has always been focused on big picture, life planning.

Jeff is married to his wife Julie, whom he has known since grade school. They have two kids, Alec and Bretton, ages 12 and 9. Jeff currently resides in Corona, CA. His interests include spending time with family, wrestling, coaching and football.

 

Jeff's Client Relationships

Jeff and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

CALL JEFF DIRECT AT
(951) 738-1100 ext. 6119
  Financial Calculators
  Strategic Partners

ASK JEFF A QUESTION

 

 
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