About David H. Jeffries, CFP,RICP®

About David H. Jeffries, CFP®, RICP®

People often comment that I have a knack for taking a complex financial concept and making it easy to understand. To me, one of my primary responsibilities as a financial planner is to help my clients quantify their goals and then understand all of the options that are available to them as potential solutions. I think a good financial planner should be adept at both listening and teaching.

I’ve always enjoyed the analytical aspects of financial topics and strategies, so it’s not surprising that ended up majoring in Finance, while receiving my degree from the University of Tennessee in 1984.  Like many college graduates looking to enter the work force, I accepted the job that paid the most money, becoming a claims adjuster with a major property & casualty insurance company.  I learned a lot about insurance, management and people in general, but after 15 years I felt a change was in order. I knew that working in the financial world was my true calling, so I made a deliberate choice to change careers and begin the task of study and credentialing to become a financial advisor, and I’ve never looked back.

In addition to all of the initial credentialing and continuing education required by the State of Tennessee and FINRA, I have endeavored to continue to broaden my professional education at the highest level. I earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2010, followed by the Retirement Income Certified Professional® designation in 2015.

A member of Imbrey & Associates (now, Waypoint Financial Partners, LLC) since 2005, I’m very proud of my partnership with Richard and Jacki Imbrey. We’re a very good team, and I look forward to serving clients in East Tennessee as part of that team for a very long time to come.