Jeff Wright joined the Vision Wealth team in 2005. He brings more than 15 years of financial services industry experience and a strong foundation in financial planning and analysis to the team. He collaborates with team members and clients in the development, analysis, review and monitoring of customized financial plans and strategies. This includes conducting investment research; financial, investment and insurance planning; and identifying portfolio allocations tailored to each client’s needs and risk tolerance.
Jeff graduated from Westmont College with a Bachelor of Arts degree in Business and Economics before entering the financial services industry in 2000.
He and his wife, Brittney, reside in Carpinteria, CA where they are raising two young daughters.