Jeffrey Parmer approaches financial strategies with a simple, powerful philosophy: deep empathy must come before any strategy. Known for his big heart and genuine dedication, Jeffrey takes the time to truly understand each client’s unique life story and financial landscape before crafting a path forward.
As a Financial Services Certified Professional (FSCP®), Jeffrey brings advanced expertise to individuals, families, business owners, and corporate controllers. He specializes in designing comprehensive strategies that manage risk, protect against the unexpected, and optimize your finances through advanced tax strategies. Jeffrey is particularly passionate about helping high earners maximize their finances—showing them how to keep more of what they earn, minimize tax liabilities, build tax-free income streams for life, and secure legacies through advanced estate planning strategies and business buy-sell agreement funding.
Before joining True Path Financial Partners, Jeffrey spent five successful years refining his practice within the industry, committed to bringing independent, holistic solutions to his clients.
"It’s surprisingly common to meet people who have a 'great money guy' but lack a true strategy for how to actually live on it in retirement. They often have no idea if their money will last. I love that breakthrough moment when the light goes on for my clients—when they realize they finally have a dedicated partner to design a clear, enduring roadmap that carries them safely into retirement and beyond."
Outside of his financial practice, Jeffrey is a man of diverse and dynamic talents. He is a virtuoso magician who regularly performs at Hollywood’s world-famous Magic Castle, a passion he has cherished since early childhood. When he isn't executing sleight of hand or financial strategies, Jeffrey can be found in the skies as an avid aviator, out on the water as a boater, or enjoying a game on the pickleball court.
Jeffrey offers securities in California and is insurance licensed in California.