Jeff Realejo CFP^®

Jeff is a Wealth Manager at Heritage Investment Group and has been with the firm since 2017. He began his career in Boston as a Financial Planner before relocating to South Florida.  Jeff holds a bachelor’s degree in finance from The University of Rhode Island and is a Certified Financial Planner™ practitioner. His scope of responsibilities at Heritage includes assisting with client portfolio management, financial and retirement planning, and project management. Jeff is a past president and active member of the Exchange Club of Pompano Beach and frequently participates in various community events.  He enjoys playing golf, woodworking, fishing, and rooting for his favorite sports teams.

Certifications