Jeffrey L. Murphy, Financial Advisor
Registered Principal

Mailing Address
P.O. Box 9365
Calabasas, CA 91372

Phone: 818.992.5345
Fax: 253.648.9111
Email Jeffrey Murphy



Learn More About Jeffrey

Introduction

Jeff’s mission is to help clients to become and stay financially independent, by taking the time to help them make decisions that are in their best interest. To accomplish this, a highly disciplined and structured approach is used that takes into account each client’s goals, and then creates strategies that make sure the investments are proper relative to those goals.

Jeff is a Rollover Retirement Specialist and focuses his practice on Retirement Planning, 401k Rollover Strategies, and Income Distribution Planning, as well as College Planning, Wealth Accumulation and Wealth Transfer Planning.

Jeff helps people meet the challenges of the present while planning for the future by working on the issues that matter most to them: effective retirement planning and education for their children or grandchildren, as well as investment strategies to help maximize their earnings and reduce their tax burden.

For more information, online tools and video presentations, please visit: www.RetireWithAPlan.com

Education
  • B.A., Business Administration/Finance

  • FINRA Registered Investment Advisor Representative (Series 66)

  • FINRA Registered Representative (Series 7)

  • FINRA Registered Principal (Series 24)

  • CA Life, Health, & Long-Term Care Insurance

Career
  • Jeff has been in the financial services industry since 1992, joining CUE in 1995.

  • Jeff’s prior experience includes being a financial planner with American Express Financial Advisors and an Investment Representative with Edward Jones.

  • Contributor to the 2002 book, “So You Want To Be A Financial Planner” by Nancy Jones, CFP.

  • Six years as an officer and aviator in the U.S. Air Force. Jeff was a Captain and an Instructor Radar Navigator aboard the B-52.

Personal
  • Avid golfer and general sports fan.

  • Jeff is married to Kathi, his wife of 23 years. They have one daughter, Kayla.

Location and Alternate Addresses
Mailing Address
P.O. Box 9365
Calabasas, CA 91372
Phone: 818.992.5345

Alternate Address

Torrance Community Credit Union
2377 Crenshaw Blvd. #150
Torrance, CA 90501
Phone: 866.618.9111 ext. 27
Phone: 310.618.9111 ext. 27
Fax: 310.618.6824
Link to Map

Alternate Address
Allied Healthcare Federal CU
2801 Atlantic Ave.
Long Beach, CA 90806
Phone: 562.933.0370 ext. 45247

Fax: 562.595.8223
Link to Map