Jeffrey Peterson

Jeff has spent over 30 years in executive benefit consulting for private and public sector corporations as well as consulting with their top executives. He has worked with several industries but has focused on the banking, technology and service industries, and his practice emphasizes all areas of executive benefit planning and informal funding.

As the Managing Partner in the San Francisco office, Jeff oversees client services for the entire western region. He specializes in helping firms to attract, retain and reward their leadership teams. He is a frequent national speaker on the topic of Nonqualified Plans.

Jeff is a past president of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals in San Francisco. He is a member of the Million Dollar Round Table, Top of the Table, and multiple recipient of the highly coveted National Quality Award. He is also a member and ambassador of Finseca and Treasurer on the Board of the Tahoe Maritime Foundation.
Jeff received his Bachelor of Science in Economics from the University of the Pacific and holds two advanced degrees from the American College.