Jeffrey Blaze is one of three Certified Financial Planner™ professionals on the FDR team and serves as one of the firm’s Principals. He leads the firm’s efforts in determining asset allocation, selecting and reviewing independent investment managers, and overseeing the financial planning and investment processes for both individual and business clients.
In addition to holding the CFP® designation, Jeffrey earned a Master of Business Administration and a Certificate of Specialization in Financial Planning from Nova Southeastern University. He also holds a Bachelor of Science degree from the University of Florida.
Jeffrey enjoys spending his free time outdoors and can often be found biking through the scenic trails of Colorado.
Additional Credentials
- 2-15 Life Health and Variable Annuities License
- Series 6 Investment Company Products/Variable Contracts Representative (IR) License held with LPL Financial
- Series 7 General Securities Representative (GS) License held with LPL Financial
- Series 24 General Securities Principal (GP) License held with LPL Financial
- Series 63 Uniform Securities Agent (AG) License held with LPL Financial
- Series 65 NASAA-Investment Advisors Law (RA) License held with LPL Financial