Jeffrey L. Murphy
Investment Advisor Representative

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’s practice is focused on Retirement Income & Distribution Planning, 401k Rollover Strategies, Investment Management, and Inter-generational Wealth Transfer Planning.

Additionally, if you are enrolled in an Employer- or
Government-Sponsored Retirement Plan (401k, 403b, 457 Plan, etc.), many of these plans have been enhanced in recent years to include a Self-Directed Option (SDO) to provide employees more investment choices, greater flexibility, and access to Fiduciary Investment Advice through a Registered Investment Advisor – all within their current plan! Call Jeff at 818-992-5345 to learn more, or click here for the brochure.

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 Insurance No. 0B59087

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.

  • 2014 and 2015 Los Angeles Magazine Five Star Wealth Manager.

Personal
  • Avid golfer and general sports fan.

  • Jeff and his wife of 25 years, Kathi, have one daughter, Kayla.

Location and Alternate Addresses
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