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Jeffrey D. Lancaster, CFP®

Principal

Prior to joining the firm in 1996, Jeff spent seven years with the U.S. State Department’s diplomatic corps, four of which he spent in Japan addressing international economic issues and supporting trade negotiations. In addition to analyzing international economic developments and financial markets for the firm, Jeff provides expertise in tax planning and investment management to the firm’s Investment Committee and Financial Planning Committee.

Jeff lives in Lafayette with his family.

Education
  • BA in Political Science, Phi Beta Kappa, Amherst College
  • College of Financial Planning, Denver, CO
Highlights
  • Jeffrey Lancaster is a CERTIFIED FINANCIAL PLANNER™ professional
  • Member of the Edgewood Center for Children and Families Board of Directors
  • Member of the Investment Committee for College Preparatory School
  • Recognized multiple times by Barron’s magazine as one of the top 100 independent financial advisors in America
  • Served as Investment Market Analyst and was a regular commentator for KTVU Channel 2’s morning news program
  • Served as Director and Program Chair for the Financial Planning Association in San Francisco
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