Jeffery E. Fong, CFP ^®

CERTIFIED FINANCIAL PLANNER™

Managing Partner

Jeff is tireless in his pursuit of excellence – in the work he does, in the results he achieves and in the relationships he builds with each client. His desire to help people realize lifelong goals and create lasting financial legacies brought him to the financial services industry, and he has spent the past 28 years providing individuals and businesses with multidimensional, holistic wealth management solutions.

A graduate of the University of Arkansas, where he earned a Bachelor of Science in business administration, Jeff’s financial career started with Kemper Securities (later Everen Securities, now Wachovia) in 1994. He went on to become a senior vice president of investments with previous firms.  However, in 2013 with the desire to be truly independent and be able to offer holistic advice, he joined his brother, Jay, in establishing Concentrum Wealth Management.

Jeff is a Certified Financial Planner^™ so you can be sure that he provides specialized and professional planning services. To earn the CFP designation, Jeff had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Originally from Arkansas, Jeff recently relocated to Scottsdale, Arizona with his wife, Theresa, and their three children, Derek, Trevor and Alyssa. A self-proclaimed sports fanatic, he enjoys all sports golf, basketball, football, baseball, etc.  He is an Arkansas Razorbacks, Dallas Cowboys, Golden State Warriors, and St. Louis Cardinals fan.  He is very involved with his children’s activities and coaches their teams in basketball, football, baseball, and soccer.  An avid golfer, Jeff is also a member of Cordevalle in San Martin, CA, where he was the 2010 Harvest Cup Champion.