As Managing Director – Private Wealth Management of Capital Wealth Advisors (CWA), Jeffrey helps clients with financial planning through a discovery of goals, client education, behavioral coaching, portfolio construction and wealth management.
Prior to joining CWA in 2018, Jeff co-founded AmeriPlanning and Investments, LLC in 2016 located in Naples, Florida. His background includes business financial consulting, family protection planning, investment advisory, and risk management. Jeff has been in the financial industry for over ten years and has his Certified Financial Planner™ and Chartered Life Underwriter® certification.
Jeff was born in Newburgh, New York and moved to Naples in 1994. Jeff has been married to his high school sweetheart Caroline Galati since 2012. They have two daughters and a son: Lilly Ann, Madeline, and Michael. Jeff enjoys planning trips to Disney with his family.
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