Jeffrey’s Approach
Jeffrey L. Schatz
CFP®, CCFC, MBA
Financial Advisor / Member Owner
Overview
Jeffrey “Jeff” Schatz serves as a financial advisor in Savant’s Manassas, Virginia, office, where he focuses on comprehensive financial planning for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional and Certified College Financial Consultant (CCFC), he guides clients through wealth transfer and philanthropy strategies, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jeff worked as a senior wealth advisor for Alliant Wealth Advisors until it joined Savant in 2022. He is active in the financial planning community as a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
He earned a bachelor’s degree in business from the University of Mary Washington in Fredericksburg, Virginia, a Master of Business Administration (MBA) from George Mason University, also in Virginia, and a certificate in financial planning from Georgetown University in Washington, D.C.
Jeff and his wife, Laura, live in Fairfax, Virginia, and their adult son resides in Burlington, Vermont. Jeff traded weekly tennis matches for pickleball and enjoys traveling, hiking, biking, live theater, cooking, dining out, reading, and keeping up with new movies and television.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Mary Washington
Bachelor of Science in Business - George Mason University
Master of Business Administration (MBA) - Georgetown University
Certificate in Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- CCFC
Affiliations
- Financial Planning Association (FPA) – member
- National Association of Personal Financial Advisors (NAPFA) – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.