Acerca de

11393380_984114954941028_3108543106596679259_o.jpg

A little about your advisor...

Over the years, Bliss Wealth Management has grown to what it is today. Jeff Bliss, with more than four decades of industry experience, strives to help his clients with strategies to increase their potential for financial growth and lifetime income while also working to mitigate fees and risk.

 

However, for Jeff it is so much more than that! It’s about his clients feeling good and as safe as they can be financially so they can enjoy their retirement. He always has his client's best interest at heart, and, because of this he spends the time needed to achieve that. He has gained so many strong friendships with his clients. What was once a first meeting is now a dinner with friends.

 

Jeff began his financial services career in 1978 and has been an Investment Adviser Representative (IAR) since 2009. As an IAR, he has a fiduciary duty to put his clients’ best interests first. By forming strategic alliances with CPAs, attorneys and other professionals, Jeff implements strategies and methods to best meet the needs of his clients.

 

Jeff has conducted educational workshops for professional groups, union members, nonprofit organizations, retirees and groups of active employees seeking information to help preserve their savings and retirement. He also speaks frequently on the subjects of wealth building and developing income strategies.

 

Jeff and his wife, Loni, have been married for more than 35 years and have two adult daughters and two sweet grandsons.

 

In his free time, Jeff enjoys spending time outdoors, kayaking, swimming, bicycling, gardening, snorkeling, working out and socializing with family, friends and playing with his two grandsons. Other interests include reading, playing woodwind and reed instruments, scriptural studies, cooking and traveling.

Let’s Work Together

Get in touch so we can start working together.

Thanks for submitting!