#47 - Serving People in the Accumulation Phase - Jeff McDermott

Jeff's Bio:


While my interest in personal finance dates back to grade school “stock picking” assignments and investment fundamentals senior projects in high school, my career helping individual investors began in 2003. After spending time managing a branch office for a large online brokerage firm, I joined one of the nation's largest retirement plan providers as an advisor providing comprehensive financial planning advice for high net worth clients.  

I received a bachelor's degree in finance and an MBA both from the University of Central Florida. In 2016 I completed the requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation. Over time I have gained nearly two decades of experience evaluating investments, retirement plans, insurance offerings, and many of the complicated elements of your financial life you may be struggling with. More recently in 2021, I added the Certified Student Loan ProfessionalTM designation to gain the knowledge to provide more complete planning around student loans within a client's overall financial plan. 

I always had a vision for a firm dedicated to helping people become financially independent, not just helping those who are already there. The decisions we make early in our financial lives, whether they are good or bad, will compound positively or negatively for decades into the future. In 2020 I founded Create Wealth Financial Planning to help the individuals and families I work with make positive financial decisions while they still have time to make a dramatic impact.  

In between client meetings I like to keep a clear head playing piano - usually classical or rock songs, or weightlifting out in the garage and getting myself ready to compete some day. I also enjoy working on my public speaking as a member of the Deerwood Toastmasters of Jacksonville, FL. On a nice morning you might catch me hacking up the golf course. I married my wonderful wife Michele in 2007 after we met in college a few years earlier. We live in Saint Johns, Florida raising our two amazing daughters and we love spending time with family and friends, a quick trip to St. Augustine or to the beach, and cheering on our favorite sports teams.


Jeff's Social:

https://www.linkedin.com/in/jmcdermott/

Twitter: @Jeff_McD_CWfp

Instagram: dollarsanddeadlifts



Music in this episode was obtained from Bensound.