Jefferey Zhu, Cfp®
About Jefferey Zhu, Cfp®
Jefferey Zhu, CFP®, is a Financial Representative at Modern Woodmen of America in Ontario, California, where he has worked since 2015. He specializes in creating personalized financial plans for young professionals and individuals nearing retirement, focusing on wealth accumulation and tax strategies.
Work at Modern Woodmen of America
Jefferey Zhu has served as a Financial Representative at Modern Woodmen of America since 2015. In this role, he specializes in creating personalized financial plans tailored to the needs of young professionals, young couples, and individuals approaching retirement. His work involves offering free in-home financial consultations to potential clients, allowing him to assess their unique financial situations and provide customized strategies.
Education and Expertise
Jefferey Zhu earned a Bachelor of Business Administration (B.B.A.) with a focus on Finance from the University of San Diego, completing his studies from 2010 to 2014. His educational background provides him with a strong foundation in financial principles, which he applies in his current role to develop effective financial strategies for his clients.
Background
Before joining Modern Woodmen of America, Jefferey Zhu worked as a Supply Chain Intern at Hamilton Sundstrand from 2012 to 2013. This experience contributed to his understanding of business operations and financial management, which he now leverages in his financial planning practice.
Achievements
In his role at Modern Woodmen of America, Jefferey Zhu focuses on strategies for accumulating wealth, deferring taxes, and reducing taxes upon withdrawal. He is also actively involved in community-driven giving projects through Modern Woodmen's fraternal programs, demonstrating his commitment to community engagement and support.