Jeff Realejo CFP^®

Jeff joined Heritage Investment Group in October 2017. Jeff is a Certified Financial Planner™ practitioner and graduated from The University of Rhode Island with a Bachelor’s degree in finance. He also completed a 5-month program at The Washington Center in Washington, D.C. where he studied business and global trade with students from around the world. Prior to joining Heritage, Jeff worked for a boutique investment firm in South Florida providing comprehensive financial planning and investment management for high-net-worth clients, retirement plan sponsors, and retirement plan participants. Jeff’s scope of responsibilities at Heritage includes assisting with client portfolio management, financial and retirement planning, and project management. Jeff enjoys playing golf, traveling, and rooting for his favorite sports teams.

Certifications