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Jeff Woodard ( Financial Services Edition)
Manage episode 414404643 series 2358250
On today’s special Financial Services Edition of Sharkpreneur, Seth speaks with Jeff Woodard, Financial Services Professional with Commonwealth Financial Group. Jeff is passionate about helping people to be more efficient with their money. Jeff talks about one of the best ways to do this, by repositioning assets to avoid certain fees and to reduce taxes.
Jeff Woodard chose to start his career in financial services in 2017 after years of working in the corporate world, and in entrepreneurial endeavors. His desire to advise friends, family, as well as their friends and family, without the restriction of a 9-to-5 workday, solidified his decision. A results-oriented and innovative individual, Jeff is passionate about helping his Clients cut through the confusion in the financial arena. Known for his breadth of real-world knowledge and pragmatic—yet relaxed—approach, Jeff brings decades of multinational business experience to his practice. His goal is to take a comprehensive, well-rounded approach that is simple to understand and effective.
Jeff lives in Salem, SC, with his wife, Lori, and their son, Ian. Outside of work, Jeff enjoys spending time with his family and friends on the lake and in the mountains, traveling, doing yoga, and volunteering locally.
http://www.commonwealthfinancialgroup.com/
Contact
Jeff Woodard
13 Ebb Tide Ct.
Salem, SC 29676
864-247-7940
jwoodard@financialguide.com
https://www.linkedin.com/in/jeffwoodard/
Learn more about your ad choices. Visit megaphone.fm/adchoices
993 episodes
Manage episode 414404643 series 2358250
On today’s special Financial Services Edition of Sharkpreneur, Seth speaks with Jeff Woodard, Financial Services Professional with Commonwealth Financial Group. Jeff is passionate about helping people to be more efficient with their money. Jeff talks about one of the best ways to do this, by repositioning assets to avoid certain fees and to reduce taxes.
Jeff Woodard chose to start his career in financial services in 2017 after years of working in the corporate world, and in entrepreneurial endeavors. His desire to advise friends, family, as well as their friends and family, without the restriction of a 9-to-5 workday, solidified his decision. A results-oriented and innovative individual, Jeff is passionate about helping his Clients cut through the confusion in the financial arena. Known for his breadth of real-world knowledge and pragmatic—yet relaxed—approach, Jeff brings decades of multinational business experience to his practice. His goal is to take a comprehensive, well-rounded approach that is simple to understand and effective.
Jeff lives in Salem, SC, with his wife, Lori, and their son, Ian. Outside of work, Jeff enjoys spending time with his family and friends on the lake and in the mountains, traveling, doing yoga, and volunteering locally.
http://www.commonwealthfinancialgroup.com/
Contact
Jeff Woodard
13 Ebb Tide Ct.
Salem, SC 29676
864-247-7940
jwoodard@financialguide.com
https://www.linkedin.com/in/jeffwoodard/
Learn more about your ad choices. Visit megaphone.fm/adchoices
993 episodes
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