Investment Advisor Representative
P.O. Box 9365
Calabasas, CA 91372
Email Jeffrey Murphy
I am licensed to discuss and/or sell securities in the following states:
CA, CO, FL, HI, MT, NC, VA, WA
Learn More About Jeffrey
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
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
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.
Avid golfer and general sports fan.
Jeff and his wife of 25 years, Kathi, have one daughter, Kayla.
Calabasas, CA 91372
Torrance Community Credit Union
1511 Cravens Ave.
Torrance, CA 90501
Phone: 866.618.9111 ext. 27
Phone: 310.618.9111 ext. 27
Link to Map
CUE Financial Group
3435 Ocean Park Blvd #215
Santa Monica, CA 90405