Jeffrey L. Schatz

9161 Liberia Avenue Suite 100 Manassas, VA 20110

703.878.9050

Jeff is a financial advisor in Savant’s Manassas, VA office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified College Financial Consultant (CCFC), Jeff is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Jeff was a senior wealth advisor for Alliant Wealth Advisors until it joined with Savant in 2022. He is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Jeff earned a bachelor’s degree from the University of Mary Washington, a master of business administration (MBA) degree from George Mason University, and a certificate in financial planning from Georgetown University.

Jeff and his wife Laura live in Fairfax, VA and have an adult son in Burlington, VT. After playing tennis weekly for 20 years, Jeff has joined the ranks of avid pickleball players. He also enjoys traveling, hiking and biking, live theater, cooking and dining out, reading, and trying to keep up with current movies and TV.

Education &
Designations

University of Mary Washington
Bachelor’s
George Mason University
Master of Business Administration (MBA)
CERTIFIED FINANCIAL PLANNER® professional
Certified College Financial Consultant (CCFC)

Affiliations &
Community Service

Financial Planning Association – member
National Association of Personal Financial Advisors (NAPFA) – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.

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