Jeff Markovitch CFP®
Partner, CERTIFIED FINANCIAL PLANNER™ professional
Business Philosophy:
I believe in delivering financial solutions tailored to each client’s unique goals and aspirations. By taking the time to understand their individual needs and concerns, I strive to provide holistic advice and guidance that empowers them to make informed decisions about their financial future. With a commitment to integrity, transparency, and exceptional service, I am dedicated to building long-lasting relationships based on trust and mutual respect. Together, let’s navigate the complexities of the financial landscape and work towards achieving your financial dreams.
Background:
Since joining Equitable Advisors in 2015, Jeff has been passionately crafting comprehensive financial plans for his clients. Born and raised in NJ, he resides with his wife, two kids, and their beloved dog. Beyond the office, he prioritizes family time and outdoor pursuits. He holds a degree in Business from William Paterson University.
He holds FINRA series 7, 63 and 66 registrations and is licensed and/or registered in serving clients throughout the country.