Our Qualifications

Jeffrey L. Witt, CFP®, founded I.D.E.A.L. Financial Services. Mr. Witt, a twenty year financial planning professional, is the recipient of numerous leadership and performance awards from independent investment companies. Mr. Witt maintains Series 7, 24, and 63 securities registrations through LPL Financial. (LPL, Member FINRA/SIPC) and holds Life, Disability & Variable Insurance licenses with the State of California--Insurance Agent License # 0649390.

In addition, he is a Member of the Financial Planning Association (FPA), and successfully completed the rigorous education curriculum for the prestigious CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) designation. Mr. Witt maintains a certificate of good standing with the Certified Financial Planner Board of Standards, Inc. for use of the CFP® and CERTIFIED FINANCIAL PLANNER ™ certification marks.

Mr. Witt`s career experience includes working as a Financial Planner/Analyst with Equitec Financial Group in Oakland, CA, designing personal financial plans for individuals and small businesses; serving as a Consultant with Trust Consultants in Foster City, CA, designing and presenting retirement plan services to professionals and executives of closely held businesses; and working as a Financial Planner with Bretcourt Financial Group in San Francisco, CA, helping clients establish financial goals and utilizing varied investment vehicles designed to help them meet these goals.

Mr. Witt graduated from the University of California, Davis and received a Bachelor of Science degree in Agricultural Economics & Business Management.