A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity that allows a donor to contribute, receive an immediate tax deduction,
Certifications:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Education:
B.S. in Financial Services - San Diego State University
Experience:
Joined Sand Hill in 2005
Nearly 20 years of Wealth Management experience
Professional Associations:
Vice President, Board of Directors – Overcoming Barriers
Financial Planning Association (FPA)
Jeff Abadie learned the discipline, work ethic, and organization that serve as the foundation for his work at Sand Hill during his time in the U.S. Navy. By combining these skills with his passion for serving others, he helps clients build structure around their financial lives and make the most of their wealth.
As a Senior Wealth Manager, Jeff helps high net worth individuals and families navigate the complexities of life. Never one to shy away from a challenge, Jeff specializes in working with clients who are facing some of the most difficult challenges life can throw at them. He understands the impact major life events like divorce or the death of a loved one can have emotionally, as well as financially. Jeff has worked with many of the Bay Area’s top family law attorneys, helping individuals navigate the financial complexities of the marital dissolution process. An empathetic listener, Jeff has a gift for putting things in perspective, guiding people through these challenges, and empowering them to plan for long-term happiness and success. He got into this business to help people and that’s exactly what he does for Sand Hill clients every day.
When he’s not in the office, Jeff loves to spend time with his wife and son, traveling, cooking, dining out, or hiking in and around the Bay Area, from Point Lobos to Point Reyes. Through his work with those in the legal community, Jeff became involved with Overcoming Barriers, a small non-profit that helps families navigate divorce when a child is at risk of losing their relationship with a parent. After all, making a positive impact in people’s lives is what he does best.
Latest Blog Posts by Jeffrey Abadie
Aug 24, 2022
