Jeff Viveros
Jeff has been helping people become educated on their financial options for over 37 years. To forward his mission of bringing education and knowledge to American retirees and pre-retirees, Jeff was involved with his brother in founding Educators Financial Services, Safe Harbor Financial and Strategic Financial Services.
Jeff and his brother Eric have also spent over 2 decades working with teachers to help them navigate through the maze of financial options that are available to them. Because teachers are important to the future of our country, by educating our future leaders, Jeff has a passion about helping them maximize the opportunities available to them.
“Children are a crucial part of our lives – they are our future leaders and will determine our future. Teachers are out there every day giving their all in an underpaid working environment to educate our children. Teachers are an underserved group because their assets may not be as large as other working Americans, so they often do not get the attention we feel they deserve. I have spent over 37 years working with teachers, and often as a goodwill gesture, to make sure they understand all the options and benefits available to them.”
Due to years of training and education in his profession, as well as the coveted training and title as an Ed Slott Master IRA Advisor, Jeff takes an educational approach with everyone he works with. He listens and applies years of knowledge and experience to help families develop a retirement plan.
As someone who considers himself a consumer advocate, Jeff knows that retirement should be a rewarding time to spend doing what you enjoy with family or friends, but for many it can be confusing and worrisome not knowing if you will have enough money to make it through retirement. Jeff approaches each conversation and meeting through an educational method. He assumes nothing and addresses each person’s needs and goals as unique to them.
Jeff does community outreach educational programs with local colleges to help people understand retirement planning as well as educational workshops to let people know about various options that are available to them to maximize their social security benefits. Jeff’s personal policy is to consider each person or family he works with as part of his family, and he treats them accordingly.
On a personal note, Jeff is a Christian and his donations go to his Church and the schools he is involved with. When Jeff is not working with clients or delivering educational workshops, he is playing golf and spending time with his lovely wife and daughter.
