Celebrating 40 Years!

As we celebrate our milestone 40th anniversary, we at Sand Hill thank you for your partnership!

Jeffrey Abadie

Jeffrey Abadie, CFP®

Senior Wealth Manager
Head of San Francisco
Shareholder
415-291-9999 LinkedIn

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

Oct 25, 2022
New EV Tax Credits Require Planning to Glean the Largest Benefits
New EV Tax Credits Require Planning to Glean the Largest Benefits

If you’re in the market for an electric vehicle (EV), you’re probably already aware that the recently signed Inflation Reduction Act puts into place some

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Apr 20, 2022
The Importance of Hazard Insurance for a Business
The Importance of Hazard Insurance for a Business

If you’re a business owner, you might be wondering which insurance coverage is right for you. There are many types of insurance, and while you

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Nov 2, 2021
Gifting Strategies During Life to Help Reduce Estate Taxes
Gifting Strategies During Life to Help Reduce Estate Taxes

November 2, 2021 Amassing wealth comes with many benefits, but having a substantial estate comes with the repercussions of elevated taxes. Gifting portions of your

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Apr 22, 2021
Life Events that Should Trigger an Estate Plan Review
Life Events that Should Trigger an Estate Plan Review

April 22, 2021 In the current political environment, all eyes are focused on what possible new estate tax changes might become law given the new

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Feb 6, 2021
Is Mediation Right for Me – Navigating Divorce
Is Mediation Right for Me – Navigating Divorce

https://www.youtube.com/embed/BWcjKHh1XOw February 6, 2021 Below is a transcript of the video interview. Jeffrey Abadie: Given the long history of Sand Hill helping individuals navigate the

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Oct 14, 2020
Waived 2020 IRA Required Distributions Present Possible Planning Opportunity
Waived 2020 IRA Required Distributions Present Possible Planning Opportunity

October 14, 2020 This year’s CARES Act exempts required annual distributions in 2020 for all IRA owners over age 70 ½, and for some people,

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Aug 10, 2020
Sand Hill’s Divorce Guide
Sand Hill’s Divorce Guide

Navigating the Financial Aspects of the Marital Dissolution Process August 10, 2020 For more than 25 years, Sand Hill’s Divorce Financial Planning team has partnered

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Jul 14, 2020
In a Market Downturn, Is Your Current Investment Plan Obsolete?
In a Market Downturn, Is Your Current Investment Plan Obsolete?

July 14, 2020 In just the first half of 2020, investors have faced a multitude of concerns, paramount of which are the health and safety

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Nov 5, 2019
Keeping the Family Home After Divorce
Keeping the Family Home After Divorce

Many critical decisions faced during the divorce process require an equal measure of legal, financial, and emotional consideration. For example, the decision to retain the

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