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Jeffrey M Ostrum, Cfp(r)
Managing Principal at Financial Architects Partners
Financial expert with 22 years of experience in management, strategic planning, and wealth management.
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Location
Palo Alto, California, United States, US
Skills
- Management
- Strategic Planning
- Business Development
- Leadership
- Strategy
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Bio
Generated by
Topline AI
Jeffrey M Ostrum, CFP(r), is a seasoned financial expert with 22 years of experience in management, strategic planning, and wealth management. He serves as Managing Principal at Financial Architects Partners, a leading firm in the San Francisco Bay Area.
Experience
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Financial Architects Partners
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San Francisco Bay Area
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Managing Principal
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2002 - Present
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San Francisco Bay Area
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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