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Schedule a CallJeffrey L. Schatz
MBA, CFP®, CCFC
Financial Advisor / Member Owner
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Education &
Affiliations &
Jeff was a senior wealth advisor for Alliant Wealth Advisors until it joined with Savant in 2022. He earned a bachelor’s degree from the University of Mary Washington, a master of business administration degree from George Mason University, and a certificate in financial planning from Georgetown University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified College Financial Consultant (CCFC). Jeff is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors.
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
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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.