Jeff Cardozo

Jeff Cardozo CFP®

Financial Planner

Jeff is your first point of contact for account transfers, new business, and Required Minimum Distributions (RMD) questions. He assists with online account support and is always happy to answer your important questions and facilitate your requests. Jeff earned a Business degree from Towson University with a concentration in Finance. He joined our team in 2015 and holds the FINRA Series 7 and Series 66 securities registrations and is Life and Health Insurance Licensed. In 2018 he became a CERTIFIED FINANCIAL PLANNER™ professional.