About Jefferson Rotherham, CFP®, MSFP
My goal as a financial planner is to help give clients the freedom to live their best life. I am passionate about helping clients reach their goals through clear financial plans and tax-efficient retirement strategies that take the stress and worry out of investment management. Over the course of my career, I have developed and monitored hundreds of financial plans for clients in a wide range of circumstances.
I am a veteran of the U.S. Navy and work well with retired military clients, particularly those embarking on a new career or entrepreneurial venture as I understand the complexities of military life and retirement. I also work well with business owners looking for clear solutions and well-structured tax and retirement strategies to simplify their financial lives.
Prior to embarking on a career in financial planning, I served in the U.S. Navy for 20 years as a Master Explosive Ordnance Disposal (EOD) Technician/Special Operations Operator. I spent the majority of my Navy career in Special Operations, training and leading advanced EOD operational elements and teams.
I hold a Master of Science degree in Advanced Financial Planning from Golden Gate University in San Francisco, CA and earned a Bachelor of Science degree in Workforce Education and Development from Southern Illinois University.
I live in Coronado, California, with my wife Sarah and our three children. I am a regular volunteer at Coronado schools and various athletic activities. I am an active supporter of the EOD Warrior Foundation and the Naval Special Warfare Family Foundation. In my free time, I enjoy time with family and friends, travel, wine tasting and Brazilian Jiu-Jitsu.
Read Jefferson’s blog here: https://www.orioncapitalmgmt.com/articles/