He has extensive experience in the financial services industry as a Financial Planner, Insurance Agent, Registered Representative and Investment Advisor Representative.
Jeffrey specializes in Retirement Planning, Estate Planning, Charitable Giving, and senior issues such as Long Term Care. He offers services for individuals, business owners, executives, employees and retirees.
Jeffrey is a Southern California native who attended the University of Southern California before earning his degree in computer science from the U.S. Naval Academy.
Upon graduating from the Academy in 1983 with a B.S. degree in Computer Science, he served as an officer in the Marine Corps in various positions in the computer field, as a Company Commander, and as an operations officer in Saudi Arabia during Operation Desert Storm. Jeff holds the rank of Major in the Marine Corps Reserve.
A graduate of Leadership Tomorrow, Jeff is very active in his community. He provides training to help others get more involved in the community and government. Past leadership positions have included: the Board of Managers of the Central Orange Coast YMCA, the Board of Directors of the Corona del Mar Chamber of Commerce, the Board of Directors of the British American Business Council of Orange County, Board of Directors of the Southern California Chapter of the United States Naval Academy Alumni Association, the Executive Board of his church, and as a past president of the Kiwanis Club of Newport Beach/Corona del Mar.
Jeffrey is also involved in the Kiwanis Club’s support of the annual Pacific Coast Triathlon, a fundraising event for children’s charities.
“The more you express your gratitude about what you have, the more that you will have to be grateful for and the more you complain about problems, the more problems that you will have to complain about. It never hurts to be grateful.”
- Jeffrey Hallin
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