As our population ages, the demand for quality eldercare services continues to rise. Traditional family-based care—while often deeply valued—may become increasingly difficult to provide due
Certifications:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Education:
B.S. in Financial Services - San Diego State University
Experience:
Joined Sand Hill in 2005
More than 25 years of Wealth Management experience
Jeff Abadie learned the discipline, work ethic, and organization that serve as the foundation for his work at Sand Hill during his time in the U.S. Navy. By combining these skills with his passion for serving others, he helps clients build structure around their financial lives and make the most of their wealth.
As a Senior Wealth Manager, Jeff helps high net worth individuals and families navigate the complexities of life. Never one to shy away from a challenge, Jeff specializes in working with clients who are facing some of the most difficult challenges life can throw at them. He understands the impact major life events like death, divorce and other life transitions that require thoughtful planning and analysis during sensitive and emotional times. Jeff has worked with many of the Bay Area’s top attorneys, helping individuals navigate generational wealth planning and the financial complexities of the marital dissolution process. An empathetic listener, Jeff has a gift for putting things in perspective, guiding people through these challenges, and empowering them to plan for long-term happiness and success. He got into this business to help people and that’s exactly what he does for Sand Hill clients every day.
When he’s not in the office, Jeff loves to spend time with his wife and son traveling and hiking in and around the Bay Area, from Point Lobos to Point Reyes. Jeff also has a love for history and given his experience as a U.S. Navy sailor, enjoys volunteering as a docent at the USS Hornet Sea Air and Space Museum.
Latest Blog Posts by Jeffrey Abadie
Aug 24, 2022
