Meet Jeff

Jeff serves as a founding partner and Managing Director of Cascade Financial Partners. Jeff brings 25 years of financial industry experience to the firm, including stints with Goldman Sachs, Transamerica, Merrill Lynch, and UBS before becoming a founding principal of Gupta Wealth Management. In this capacity, Jeff, works directly with high net-worth individuals and families. Jeff has considerable knowledge in asset management, portfolio design and sophisticated liability management strategies. His expertise in managing both sides of the balance sheet is critical in growing and protecting our client’s net worth. Jeff also contributes to the strategic direction of the firm, which always stems from an unwavering client-first focus.

Jeff graduated from Northwestern University with degrees in both statistics and economics. Jeff lives in the community of Mount Helix with his wife, Audra, and his daughter. Their three sons are currently attending university. He continues to support Social Advocates for Youth (SAY) San Diego where he served as President of the Board for two years. Outside of work, Jeff can often be found poolside at his daughter’s water polo games or going on adventures with his family.