Jeffrey Abadie

Jeffrey Abadie, CFP®

Senior Wealth Manager
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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 divorce or the death of a loved one can have emotionally, as well as financially. Jeff has worked with many of the Bay Area’s top family law attorneys, helping individuals navigate 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, cooking, dining out, or hiking in and around the Bay Area, from Point Lobos to Point Reyes. Through his work with those in the legal community, Jeff became involved with Overcoming Barriers, a small non-profit that helps families navigate divorce when a child is at risk of losing their relationship with a parent. After all, making a positive impact in people’s lives is what he does best.

Latest Blog Posts by Jeffrey Abadie

Oct 29, 2024
The Indispensable Role of Professional Eldercare Management Services
The Indispensable Role of Professional Eldercare Management Services

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

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Apr 29, 2024
SEP IRA or Individual 401(k)? A Question Worth Exploring for the Self-Employed
SEP IRA or Individual 401(k)? A Question Worth Exploring for the Self-Employed

Choosing between a SEP IRA (Simplified Employee Pension Individual Retirement Account) and an Individual 401(k)—also known as a Solo 401(k) or Self-Employed 401(k)—is an important

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Oct 30, 2023
Donor-Advised Funds Considerations to Help Accomplish Your Philanthropic Goals
Donor-Advised Funds Considerations to Help Accomplish Your Philanthropic Goals

A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity that allows a donor to contribute, receive an immediate tax deduction,

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Apr 25, 2023
The Importance of Segregated Assets at Brokerage Firms
The Importance of Segregated Assets at Brokerage Firms

April 25, 2023 Recent events in the banking world have once again highlighted the importance of understanding how Federal Deposit Insurance Corporation (FDIC) insurance covers

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Oct 25, 2022
New EV Tax Credits Require Planning to Glean the Largest Benefits
New EV Tax Credits Require Planning to Glean the Largest Benefits

October 25, 2022 If you’re in the market for an electric vehicle (EV), you’re probably already aware that the recently signed Inflation Reduction Act puts

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Aug 24, 2022
Can I Keep the Primary Home After Divorce?
Can I Keep the Primary Home After Divorce?

August 24, 2022 https://www.youtube.com/watch?v=orzs25rkmj4&list=PLtKrwrbzUDn8cV7w1sTod6rtyig38OlEt&index=10 Jeff Abadie, Senior Wealth Manager and Shareholder of Sand Hill Global Advisors, joins Robyn Ginney, family law attorney and Partner at

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Apr 20, 2022
The Importance of Hazard Insurance for a Business
The Importance of Hazard Insurance for a Business

April 20, 2022 If you’re a business owner, you might be wondering which insurance coverage is right for you. There are many types of insurance,

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Nov 2, 2021
Gifting Strategies During Life to Help Reduce Estate Taxes
Gifting Strategies During Life to Help Reduce Estate Taxes

November 2, 2021 Amassing wealth comes with many benefits, but having a substantial estate comes with the repercussions of elevated taxes. Gifting portions of your

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Apr 22, 2021
Life Events that Should Trigger an Estate Plan Review
Life Events that Should Trigger an Estate Plan Review

April 22, 2021 In the current political environment, all eyes are focused on what possible new estate tax changes might become law given the new

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