About Jeff Mansur, CFP®
Jeff Mansur, CFP® started in the Financial Services industry in 1996 at New England Financial in Portland, Oregon. After a graduating from The University of Portland with a degree in Finance, Jeff spent five years playing Minor League Baseball for the Minnesota Twins and the Baltimore Orioles.
While at New England Financial, Jeff consistently earned recognition as one of the top associates in the Pacific Northwest. In 2004, Jeff took the opportunity to take on a management role at a boutique insurance firm who has a strong presence in the Pacific Northwest. Jeff successfully managed their Financial Services arm while also assisting his clients and their chosen goals.
As Jeff continued in his management role, he desired to take on a greater role with his clients and their specific financial planning needs. Jeff then earned his Certified Financial Planner's (CFP®) designation and began integrating retirement income planning into practice and established a specific methodology he utilizes with his clients to create a secure income stream for retirement.
In late 2009, Jeff established Mansur Financial and has been able to create a dynamic focus on his clients and their goals and aspirations.
During Jeff's spare time he enjoys coaching his children's athletic teams, spending time with his family, and being outside.