We found the following information about Jeff Kacal at Mercer Advisors, where Jeff Kacal has worked as a Managing Director since 2007. Jeff's total work experience is over eight years, during which time they had at least three jobs at different places to develop skills. Jeff studied at the Texas A&M University from 1992 to 1996. This expert has the certification in Certified Financial Planner Currently, Jeff Kacal is located in Santa Barbara, California. You can contact with Jeff by searching for phone number or email or get full information by requesting access to the person's additional details.
Name variants:
Geoffrey Kacal,
Jefferson Kacal,
Jeffrey Kacal
Last updated Apr 04, 2024
Contact Information
Last Update
Jul 9, 2022
Email
je**@merceradvisors.com
Location
Santa Barbara, CA
Company
Workplace
Managing Director
Santa Barbara, CA
Industry
Financial Services, Investment Advice, Financial Planning Consultants
Colleagues
Work History
Managing Director
Jeff has been providing comprehensive financial planning to his clients for more than 12 years. He enjoys helping clients develop strategies that will allow them to achieve their goals while...
from Mar 2007
Education
1992 — 1996
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Planner
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
Wealth Management
Retirement Planning
Asset Allocation
Investment Advisory
Retirement
Investments
Strategic Financial Planning
Mutual Funds
Finance
Financial Planning
Risk Management
Financial Analysis
Personal Financial Planning
Securities
Portfolio Management
Financial Services
Wealth Management Services
Bonds
Series 7
401K Rollovers
Investment Strategies
Management
Asset Management
Estate Planning
FAQs about Jeff Kacal
What is the profession of Jeff Kacal?
This professional's job is Managing Director
What are the profession of Jeff?
These person's professions are Executive and Chief Executive Officer
Where does Jeff Kacal currently live?
Jeff currently lives in Santa Barbara, California.
What is Jeff Kacal's email?
Jeff Kacal's email is je**@merceradvisors.com.
Where did Jeff Kacal work?
This person worked at Mercer Advisors, LPL.
Does Jeff Kacal have personal website or blog?
Jeff Kacal`s website is http://www.merceradvisors.com.
Where has Jeff Kacal studied?
Jeff studied at the Texas A&M University from 1992 to 1996.
Are there any professional certifications, that Jeff Kacal has?
Jeff Kacal received the following certifications: Certified Financial Planner.