Jeff Ogston, CFP^®

Designations and licenses

Jeff is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Jeff provides clients with personalized wealth management solutions that include financial planning, tax planning, investing and reporting to help them reach their goals.

Prior to joining Mariner, he ran his own RIA firm for three years after initially starting his post-college career in the financial services industry. In between, he also spent 13 years as a high school math and finance teacher, as well as served one year as the chief business official for the school district.

Jeff has a bachelor’s degree in economics and finance from Sonoma State University.

Personal interests

In his free time, Jeff enjoys all sports, but particularly baseball and golf and has volunteered in youth sports for over 15 years.

Jeff’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.