Jeff Rassell
Independent Financial Planner - Paraplanner at Financial Planning For U | Thousand Oaks, California, United States
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Jeff Rassell is a dedicated and highly skilled Independent Financial Planner serving clients through Financial Planning For U. With a strong educational foundation from The California Institute of Finance at California Lutheran University—an institution recognized for its rigorous Certified Financial Planning Board Registered Financial Planning Program—Jeff brings a comprehensive approach to financial planning that prioritizes his clients' unique life goals. In his current role, Jeff specializes in delivering full-service, holistic financial planning solutions, including retirement planning, investment management, tax planning, educational funding strategies, and estate planning. His expertise in these areas enables him to craft tailored strategies that align with each client’s financial aspirations and risk tolerance.
At Financial Planning For U, Jeff leverages his skills in analysis, project management, and customer relationship management (CRM) to ensure seamless service delivery and ongoing client engagement. His proficiency in direct marketing and marketing strategies helps him effectively communicate complex financial concepts, fostering trust and transparency. Jeff’s deep understanding of fixed income portfolio management and income tax planning allows him to optimize investment strategies for stability and growth, especially for clients preparing for retirement or managing wealth transfer.
Jeff’s commitment to life planning and comprehensive financial analysis ensures that clients are well-equipped to navigate financial challenges and capitalize on opportunities. His holistic approach, combined with his expertise in budgets and educational planning, makes him a trusted advisor for individuals and families seeking to achieve their financial and life goals with confidence and clarity.
Independent Financial Planner - Paraplanner at Financial Planning For U in October 2013 to Present
Managing Director/Marketing Consultant at JJR/RJR & Associates in May 2009 to October 2013
Assistant Vice President - Product Management at AGIA in April 2011 to May 2012
Senior Marketing Account Director-Relationship Manager at Epsilon Data Management LLC/Alliance Data Systems in November 2006 to April 2009
First Vice President, Customer Direct Marketing at Bank of America in November 2004 to November 2006
Senior Marketing Director, Financial Services at Camping World and Good Sam in October 1997 to October 2004
Marketing Manager at Canadian Tire Financial Services in May 1995 to September 1997
Marketing Manager at Thomas Cook Group in January 1994 to January 1995
Product Manager at American Express in January 1989 to January 1993
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California Lutheran University, Masters, July 2026
Canadian Securities Institute, CSC, July 1990 to July 1991
Featherston Drive Public School
Hillcrest High School, Honors Diploma
Pleasant Park Public School
Western University, Bachelor of Arts (B.A.) Honours
Université de Montréal, Bachelor of Science (B.Sc.)
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Direct Marketing
CRM
Marketing Strategy
Analytics
Market Research
Product Management
Marketing
Strategy
Market Planning
Project Management
E-commerce
Strategic Planning
Business Development
Management
Analysis
Budgets
Strategic Financial Planning
Financial Services
IRAs
Investment Advisory Services
Mutual Funds
Long Term Care Insurance
Portfolio Management
Financial Goals
401k Rollovers
401k
Retirement Planning
Retirement Income
Asset Allocation
Asset Management
Personal Financial Planning
Financial Education
Life Planning
Cash Management
Debt Management
Educational Plans
529 Plans
Wealth Accumulation
Income Tax
Fixed Income Portfolio Management
Health Savings Accounts
Employee Benefits
Financial Planning
Customer Relationship Management (CRM)
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What is Jeff Rassell email address?
Email Jeff Rassell at [email protected] and [email protected]. This email is the most updated Jeff Rassell's email found in 2026.
What is Jeff Rassell phone number?
Jeff Rassell phone number is 8052821356.
How to contact Jeff Rassell?
To contact Jeff Rassell send an email to [email protected] or [email protected]. If you want to call Jeff Rassell try calling on 8052821356. (updated on January 09, 2025)
What company does Jeff Rassell work for?
Jeff Rassell works for Financial Planning For U
What is Jeff Rassell's role at Financial Planning For U?
Jeff Rassell is Independent Financial Planner - Paraplanner
What industry does Jeff Rassell work in?
Jeff Rassell works in the Marketing & Advertising industry.
Jeff Rassell Email Addresses
Jeff Rassell Phone Numbers
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