Certified Financial Planner™
Master Planner Advanced Studies
Accredited Portfolio Management Advisor℠
Chartered Retirement Planning Counselor℠
Accredited Investment Fiduciary
BIOGRAPHY
Jeff Brecht is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies which lead them to and through retirement using the most tax-efficient and cost-efficient methods possible.
Prior to joining Pure, Jeff worked on the trade desk for one of the largest global investment companies. After spending time in this position, he moved into a more client-facing, advisory role where he served a wide range of clientele from individuals getting ready to retire to large corporations and their employees. Jeff believes that his accumulation of experience in the industry, starting in 2012, has prepared him well for his role as a Financial Planner at Pure Financial.
Jeff graduated from Arizona State University with a bachelor’s degree in Finance and from The College for Financial Planning with a master’s degree in Personal Financial Planning. He holds the CERTIFIED FINANCIAL PLANNER™ Certification, a prestigious designation in the financial planning industry. Prior to Pure Financial, Jeff also held the FINRA Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, and a Life, Accident & Health Insurance License (L&D).
Jeff is an active member in his community, volunteering as an executive board member for a neighborhood organization which advocates for residents’ interests. In his free time, Jeff and his wife, Bakha, enjoy traveling, the beach, and spending time with family.
Jeff's Latest Contributions
With the holiday season just around the corner, it’s no surprise that many of us will turn to the internet for our shopping. While online shopping offers more convenience and variety of choices, it also exposes us to the risk of cyberattacks and potential data breaches. Pure’s Financial Planner, Jeff Brecht, CFP®, AIF®, reviews 10 […]
When purchasing a home, it’s often said to be one of the biggest investments you’ll make. But should you use it for your retirement? And how can rental properties contribute to your retirement goals? Pure’s Financial Planner, Jeff Brecht, CFP®, AIF®, will cover four key factors to integrate real estate investments into your retirement plan. […]
It’s crucial to know how the new RMD rules will impact you to properly plan your finances in the future. Jeff Brecht, CFP®, AIF®, Pure Financial Planner, Los Angeles branch, points out the new RMD changes with the passing of the SECURE 2.0. FREE GUIDE | The SECURE Act 2.0 Guide Transcript For retirees or […]
