Jeffrey Settle

As the Financial Advisor and Founder at District Financial Planning, Jeffrey's responsibilities include working with clients to help them pursue their financial goals. He has worked as a financial advisor for over 20 years and specializes in retirement planning, tax planning, and wealth management.

Jeffrey is motivated by the latest trends and technology in the financial services industry. In 2009, he obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He attended Virginia Tech, where he obtained a bachelor’s degree in finance and a minor in sociology. As a Virginia native with over two decades of financial planning experience, he was recruited to the D.C. area in 2007 to lead a team of new financial advisors. This is where he discovered his passion for working with people one-on-one. In 2011, he made the decision to become an independent financial advisor, so he could have the freedom and resources to give his clients personalized advice, tools, and services.

Jeffrey holds FINRA Series 7, Series 24, and Series 66 licenses through LPL Financial, as well as state insurance and annuity licenses. What he loves most about his job is giving someone the green light to retire or take that dream trip, because they’ve saved and invested wisely along the way. In his free time, he enjoys relaxing with his wife, Jill, and their two children. He also has a passion for playing the drums, which allows him to unwind and express his creativity.