Jeff Peller, CFP®, PFS, CPA, CEPA
Hello there 👋🏼 I’m Jeff Peller, a Wealth Manager with over 25 years of experience striving to make a positive impact helping clients manage their wealth. My passion lies in helping others work through “transitions” in their lives, including business sales, divorce, retirement, and special needs planning. All of my services are personalized and aided by the power of advanced technology to help provide an efficient and seamless client experience.
Atlanta, Georgia
“I consider myself a financial coach with the experience and emotional intelligence to guide you through the next chapter of your life.”
How can I help?
Financial Planning & Analysis
Investment Management
Tax Optimization
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Alternatives Investing
We actively research alternative investment opportunities that may be suitable and monitor your portfolio investment holdings, which we believe brings together actionable insights and forward-thinking risk assessments.
Monthly recaps on financial markets. Stay in the loop with Jeff.
Get to know Jeff
Jeff Peller, CFP®, PFS, CPA, CEPA is a Wealth Manager well-versed in helping clients navigate transitions like business sales, divorce, retirement, and special needs planning. He draws from the wisdom of his experiences starting and exiting a business, raising a special needs child, navigating a divorce, and retiring early. Ultimately, he’s passionate about the opportunity to make a positive impact in people’s lives both financially and beyond.
I began my financial career 25 years ago. During that time I was previously the Co-Founder and CEO of a large regional wealth management firm. That experience allowed me to understand what makes up a successful and well-run firm. I am passionate about leveraging my financial expertise and personal experiences with transitions to help others going through similar challenges.
I work with a select group of clients that are High Net Worth ($5M to $25M) where I endeavor to add value and aim to make a difference in their financial journey.
I specialize in working with people that are going through “transitions,” such as the sale of a business, retirement, divorce and special needs planning.
All of my strategies are personalized and aided by the power of Savvy’s technology to help provide an efficient and seamless client experience.
Some of these strategies include:
Comprehensive wealth strategy that includes execution and reporting
Investment management
Personalized portfolio indexing and automated tax loss harvesting
Tax optimization for minimizing tax burden
Cash flow modeling for lifestyle, retirement, college, & longevity.
Asset protection planning and insurance
And more.
I serve as a financial coach that has the experience and emotional intelligence to guide you through the next chapter of your life. Having started and exited a business, navigated a divorce, raised a special needs child, retired at 49 and unretired a few years later, I have the wisdom of working through transitions combined with the financial experience to help you do the same.
My favorite part about working with clients is making a positive impact on their lives and helping them achieve fulfillment.
Having previously been a Co-Founder and CEO of a large regional wealth management firm, I have a good grasp on what makes a firm work and potentially thrive in the future. I believe Savvy’s vision, culture, investment options, AI technology and platform combined with experienced advisors who provide strategic advice through close personal relationships is the future of wealth management.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
