San Francisco Bay Area-based Financial Advisor Jeffrey Rodvien is committed to growth—the growth of his professional and personal skills to help maximize the growth of your family’s financial security. Jeffrey found his calling studying economics at UC Santa Barbara, blending his passion for building relationships and helping people with building wealth.
Jeffrey’s meetings with his clients are deeply personal, and he goes above and beyond to understand each family member’s unique wealth planning needs. He gives voice to the least financially savvy family member, understanding the importance of gaining everyone’s trust. Jeffrey is committed to transparency and making certain that clients understand the risks and benefits so that they can make informed financial decisions. He is focused on process and is a tireless worker who thrives on digging deeper to provide optimal guidance.
Growing up in a family where education, honesty, philanthropy and integrity were of great value, Jeffrey continues that legacy today in Diablo, California, with his wife, Michele, and their three children, Charlie, Vaughn and Bree. After his mother passed away in 2006, Jeffrey created the Rayna Rodvien Endowment Fund at her alma mater, Simmons College. He has been funding annual scholarships to students in need ever since. In his local community, Jeffrey provides annual scholarships to graduating seniors at Dublin High School.
