Jeff Sorensen, President and Wealth Advisor | Investment Advisor Representative with Transamerica Financial Advisors Inc.

Jeff has been a wealth advisor since 1986 and specializes in designing customized solutions to help his clients achieve all of their financial goals. In general, this process involves wealth accumulation and management, which includes maximizing the use of all a client’s assets, reducing the effects of taxation, and asset protection.

By combining an exemplary level of customer service and the ability to thoroughly understand the needs of his clients, Jeff has built a financial services firm solely through referrals from clients and other advisors. Many of his clients have worked with him for years. For Jeff, the most rewarding aspect of being an effective wealth manager is that it allows his clients to worry less about their financial futures and instead focus on what is most important to them in life. Providing his clients with a comprehensive financial plan gives Jeff a great deal of personal and professional satisfaction.

Jeff earned his degree in Business Management from Redlands University and continuously attends seminars and workshops to remain on the cutting edge of industry developments. He holds security license series 7, 6, 63 and 65, life and disability variable insurance licenses, and is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. Jeff is a Qualifying Member of the Million Dollar Round Table and Top Of The Table, and is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Jeff and his wife Shannon have been married since 1983 and are the proud parents of three children: Ryan, McKenzie and Parker. When not serving his clients, Jeff enjoys spending time with his family, reading, coaching, travel and fine dining.