Advisor Jeff Beebe
Owner at Christian Family financial | Traverse City, Michigan, United States
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As the Owner of Christian Family Financial, Jeff Beebe combines his extensive expertise as a CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® to provide holistic financial planning services that resonate with his clients' values. With a strong commitment to Biblically Responsible Investing (BRI), Jeff empowers individuals and families to make informed investment choices that not only aim to meet their long-term financial objectives but also align with their faith convictions. His approach transcends traditional financial planning by integrating Biblical principles into every aspect of wealth management, ensuring that clients can invest with purpose and integrity.
Currently, Jeff is spearheading several key projects focused on educating clients about the importance of understanding the underlying activities in their investment portfolios. Many investors are often unaware of how their money is being utilized, and Jeff is dedicated to changing that narrative through comprehensive financial coaching and strategic planning. His services encompass a wide range of areas, including retirement income strategies, risk management, and individual tax return services, all tailored to meet the unique needs of each client.
With a deep understanding of the complexities of tax laws and investment strategies, Jeff excels in guiding clients through the intricacies of IRAs and wealth management services. His commitment to exceptional customer service ensures that every client feels valued and understood, fostering long-term relationships built on trust and transparency. Through his work at Christian Family Financial, Jeff Beebe not only helps clients achieve financial success but also inspires them to invest in a manner that reflects their core beliefs and values.
Owner at Christian Family financial in August 2008 to Present
Financial Planner, Administrative Assistant at Prout Financial Design in January 2003 to December 2014
Owner, Tax Preparer at Integrity Tax Services in January 2005 to April 2009
Tax Preparer (Seasonal) at Bay Business Services in February 2006 to March 2009
Tax Preparer (Seasonal) at H&R Block in January 2003 to March 2004
Operations Coordinator at Old Mission Windows in June 1998 to January 2003
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Risk Management
Retirement Income Strategies
Wealth Management Services
Certified Financial Planner
Biblically Responsible Investing
Investments
Strategic Planning
Customer Service
IRAs
Tax Preparation
Life Insurance
Volunteering
Personal Development
Public Speaking
Retirement Planning
College Savings Plans
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What is Advisor Jeff Beebe email address?
Email Advisor Jeff Beebe at [email protected]. This email is the most updated Advisor Jeff Beebe email found in 2026.
How to contact Advisor Jeff Beebe?
To contact Advisor Jeff Beebe send an email to [email protected].
What company does Advisor Jeff Beebe work for?
Advisor Jeff Beebe works for Christian Family financial
What is Advisor Jeff Beebe's role at Christian Family financial?
Advisor Jeff Beebe is Owner
What is Advisor Jeff Beebe's Phone Number?
Advisor Jeff Beebe's phone (313) ***-*218
What industry does Advisor Jeff Beebe work in?
Advisor Jeff Beebe works in the Financial Services industry.
Advisor Jeff Beebe Email Addresses
Advisor Jeff Beebe Phone Numbers
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