Jeff Houghtby

Professional with strong background in financial planning and analysis. Skilled in financial modeling, budgeting, forecasting, and data analysis. Known for collaborative team efforts and driving successful results. Adaptable to changing needs, ensuring reliable and impactful contributions.

• Miracle League, Assisting the disabled to play baseball
• Hope sports, Building homes in Rosarito, Mexico for deserving families
• Various other community service projects providing highly rewarding, personal growth experiences

Financial Planning Analyst/Associate at Cerity Partners (formerly known as West Coast Financial) (RIA) in San Diego, CA. Responsibilities include collaborative teamwork with fiduciary responsibility to clients. Responsible for creating financial plans using excel based templates and Emoney, including cash flow projections, tax projections, and related analyses, such as like-kind exchanges, asset sales, Roth conversions, retirement planning, life insurance analysis, and social security planning. Participate in meetings with clients, explaining the financial analyses, walking through sensitivity analysis, and other analyses, Document notes in CRM and provide follow-up correspondence with clients. Review of client trusts and estate planning documents. Portfolio management, including rebalancing, cash management and transitioning client portfolios.