Jeffrey Settle, CFP®

CONNECT

Address:

1314 Dale Drive
Silver Spring, MD 20910

Phone:

(301) 563-9700

Fax/Other:

(301) 263-7172

Jeffrey Settle, CFP®

Jeffrey Settle, CFP®

Owner

Jeffrey Settle is a Virginia native spending most of his years in Virginia Beach, VA. He attended Virginia Tech in Blacksburg, VA where he earned his Bachelor’s Degree in Finance and minored in Sociology. Since 2004, Jeff has been serving the needs of busy professionals by helping them to pursue their financial goals. In 2007, Jeff was recruited to move to the DC area to help lead a team of new financial advisors. Jeff learned that his passion was with helping his clients and got back into practice for himself. In 2009, Jeff earned his CFP® designation (CERTIFIED FINANCIAL PLANNER™ Practitioner). In 2011, Jeff made the decision to become an independent financial advisor where he could help the needs of his clients and have the freedom and the resources to give his clients the best advice, products, tools, and service.

Specialties:

  • Small Business Owners
  • Employee Benefits Plans
  • Family Planning & Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
Phone 301-563-9700
Fax 301-263-7172
Mobile Phone 757-713-2737