Jeffrey Cpfa
President at BCG 401(k) Advisors | Scottsdale, Arizona, United States
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As President of BCG 401(k) Advisors, Jeffrey Cpfa leverages his extensive experience in executive management and international sales to drive the firm’s mission of enhancing retirement plan outcomes for employers and their employees. With a proven track record of spearheading global expansion and product promotions across North America, Europe, and Asia, Jeffrey has been instrumental in positioning BCG 401(k) Advisors as a leader in the qualified retirement plan services industry. His strategic foresight and commitment to product quality have not only helped the firm grow its client base but also significantly improve the effectiveness of retirement plans for organizations of all sizes.
Under Jeffrey's leadership, BCG 401(k) Advisors has embarked on key projects aimed at enhancing fiduciary guidance and plan performance, ensuring that clients receive tailored solutions that meet their unique needs. His expertise in market research and forecasting allows the firm to stay ahead of industry trends, providing clients with insights that empower them to make informed decisions about their retirement strategies. Additionally, Jeffrey's ability to forge strategic partnerships has opened new avenues for collaboration, further solidifying BCG 401(k) Advisors' reputation as a trusted advisor in employee financial wellness.
With a deep understanding of the semiconductor industry and a passion for innovation, Jeffrey continues to drive the development of cutting-edge services that not only meet regulatory requirements but also enhance the overall employee experience. His dynamic approach and results-oriented mindset ensure that BCG 401(k) Advisors remains at the forefront of the retirement services landscape, committed to delivering exceptional value to its clients.
President at BCG 401(k) Advisors in July 2022 to Present
President & Managing Partner at DFG 401(k) Advisors in July 2019 to July 2022
Vice President - Business Operations at Flack Global Metals in January 2019 to July 2019
Director of Marketing at Flack Global Metals in March 2016 to July 2019
VP/General Manager - Asia/Business Development at Eminess Technologies, Inc. in October 2008 to January 2016
Director - Business Development - Electronic Materials Division at Tosoh in January 2007 to October 2008
Director of Marketing - CMP Slurries at ROHM & HAAS Electronic Materials (Formerly RODEL, INC.) in January 2006 to January 2007
Vice President, Sales & Marketing, Rodel/Nitta - Tokyo, Japan (2001-2003) at ROHM & HAAS Electronic Materials (Formerly RODEL, INC.) in January 1998 to January 2007
Director - Marketing at Rohm and Haas Electronic Materials - CMP Technologies in January 2000 to January 2001
Global Sales Manager - SDO Business Unit at Rodel in January 1998 to January 2000
Global Sales Manager at Ashland Chemical in March 1992 to April 1998
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What is Jeffrey Cpfa email address?
Email Jeffrey Cpfa at [email protected] and [email protected]. This email is the most updated Jeffrey Cpfa email found in 2026.
What is Jeffrey Cpfa phone number?
Jeffrey Cpfa phone number is +16023219660 and +17024274620.
How to contact Jeffrey Cpfa?
To contact Jeffrey Cpfa send an email to [email protected] or [email protected]. If you want to call Jeffrey Cpfa try calling on +16023219660 and +17024274620. (updated on November 04, 2024)
What is Jeffrey Cpfa net worth?
Jeffrey Cpfa has an estimated net worth of $750,000 to $999,999
What company does Jeffrey Cpfa work for?
Jeffrey Cpfa works for BCG 401(k) Advisors
What is Jeffrey Cpfa's role at BCG 401(k) Advisors?
Jeffrey Cpfa is President
What industry does Jeffrey Cpfa work in?
Jeffrey Cpfa works in the Financial Services industry.
Jeffrey Cpfa Email Addresses
Jeffrey Cpfa Phone Numbers
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