Jeffrey David Simpson
CLU, ChFC®
Senior Associate | Wealth Manager
Jeff Simpson is a Senior Associate and Wealth Manager at Diamond State Financial Group. He has been working in the financial services industry since 1995. Jeff is passionate about building long term relationships with each of his clients. This helps him to understand each client’s unique challenges and goals. Using a comprehensive approach, Jeff uses a client-focused process that reviews each piece of one’s financial puzzle in order to create a roadmap towards their financial independence.
Jeff’s specialties include:
- Retirement income strategies
- Investment/Wealth Management
- Legacy Maximization/Estate planning
- Life Insurance Strategies
- Income protection solutions
- College Funding Strategies
- Long Term Care Strategies
Education
Jeff graduated from the John L. Grove Business School at Shippensburg University with a BSBA in Marketing. While there, he was a member of Kappa Sigma Fraternity, holding various leadership positions, including President. Jeff has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFc®) designations from the American College. He is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
Jeff has volunteered his time on the Board of Managers at the Rocky Run YMCA in Media for the last 19 years and previously helped coach both of his daughter’s soccer teams throughout the years.
Personal
Jeff grew up in Springfield Delaware County and now resides in Media, PA, with his wife, Lisa, and his two daughters, Grace and Ava and their German Shepherd, Lena. He enjoys spending time with family, playing golf, traveling, and anything sports related in his free time. He is an avid Philadelphia sports fan attending Eagles, Phillies and Penn State games.