Jeffrey Abadie

Jeffrey Abadie, CFP®

Senior Wealth Manager
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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

Jul 25, 2019
Tax-Loss Harvesting – A Silver Lining of Market Downturns, but Not a Silver Bullet
Tax-Loss Harvesting – A Silver Lining of Market Downturns, but Not a Silver Bullet

Tax-loss harvesting has been a major topic of conversation the past few years as strong equity returns have left portfolios with sizable unrealized gains. Opportunities

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Jan 30, 2019
2019: New Year, New (Financial) You
2019: New Year, New (Financial) You

There is no better time than the first few months of the year to utilize the momentum of the season to ensure your financial health

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Jul 31, 2018
Charitable Vehicle Options for High Income Years
Charitable Vehicle Options for High Income Years

For entrepreneurs and major stakeholders of Silicon Valley companies, a liquidity event puts in motion a series of complex and timely actions that investors must

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Feb 1, 2018
Financial Considerations for Navigating Divorce Later in Life
Financial Considerations for Navigating Divorce Later in Life

A major dilemma with navigating the divorce process is that it forces a person into an extremely emotional and gut-wrenching situation, and yet also requires

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Jan 25, 2018
Avoiding the Estate Tax Trap in the New Tax Law Environment
Avoiding the Estate Tax Trap in the New Tax Law Environment

The new tax law has brought about significant financial changes and opportunities for individuals and families, not least of which is the substantial increase in

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Nov 7, 2017
Protect Identity Fraud’s Most Vulnerable: Minors and the Elderly
Protect Identity Fraud’s Most Vulnerable: Minors and the Elderly

In the wake of the recent massive data breach at Equifax, just about everyone is currently mindful of the importance of protecting their personal identity;

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Aug 25, 2017
The Role of the Financial Advisor and Forensic Accountant on Your Divorce Team
The Role of the Financial Advisor and Forensic Accountant on Your Divorce Team

Financial decisions made during your divorce will have a tremendous impact on your lifelong wellbeing; therefore, you deserve the best professional guidance to ensure those

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May 1, 2017
Financial Considerations When Exploring Continuing Care Retirement Communities
Financial Considerations When Exploring Continuing Care Retirement Communities

The decision to move into a Continuing Care Retirement Community (CCRC) is a major life event that warrants careful planning to ensure long term financial

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Jan 30, 2017
How the Expanded Definition of “Fiduciary” Impacts Your Investments in 2017
How the Expanded Definition of “Fiduciary” Impacts Your Investments in 2017

There has been great controversy lately about regulatory changes impacting the financial industry.  One set of new rules in particular - the Department of Labor’s

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