Jeff Ogston, CFP®
Director & Senior Wealth Advisor
Designations and Licenses
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Jeff provides customized wealth management solutions to clients to help them achieve their goals. Prior to joining Mariner Wealth Advisors, 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 Offices
Insights
Second-Act Careers: How 5 Professionals Became Financial Advisors
October 18, 2022
Jeff Ogston, senior wealth advisor, shares how his role at Mariner Wealth Advisors is congruent with the 13 years...
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Alternative Minimum Tax Explained
November 30, 2023
In our last episode, we started our discussion on Incentive Stock Options (ISOs). Now, we’ll continue that discussion and...
Tune In Incentive Stock Options Explained
November 16, 2023
In this episode, we dive deep into the world of stock-based compensation, shedding light on how Incentive Stock Options...
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