Jeffrey  Waters

Jeffrey Waters

| CFP®

OFC Financial Planning, LLC

Fee Only Financial Planner Located in Short Hills, NJ and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

35 Canoe Brook Road
Short Hills, NJ 07078

Jeffrey Waters is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jeff Waters is the Managing Member of OFC Financial Planning, LLC.  OFC is a Registered Investment Advisor which provides financial planning and investment management services for primarily individuals and families.  Prior to starting OFC in 2005, Jeff had a successful seventeen-year career on Wall St.  For the last six years, he was Associate Director of U.S. Equity Research at Salomon Smith Barney, where he was the number two executive running a department with 450 employees, and an operating budget of $300 million.
 
In addition to his professional credentials, Jeff is active in the community.  He is  President of the Board of Education for the Millburn Township Public Schools (N.J.), where he was previously Chairman of the Finance Committee for three years.  Millburn’s schools are recognized as one of America’s top public school districts. 
 
Jeff is co-founder and President of the Board of Trustees of the United States Wrestling Foundation, an organization which supports the Olympic Wrestling Teams and the growth of amateur wrestling in the United States.
 
Jeff sits on the Board of Trustees and serves as Chairman of the Finance Commmittee of Let’s Get Ready, a non-profit organization which provides college access services for economically underprivileged high school students.
 
He is currently the Class Agent (head of fundraising) for the Class of 1986 at Stanford Business School. He was Co-Chairman of the 25th Reunion Campaign, and was also Co-Chairman of the 20th Reunion Campaign, which set records for dollars raised and participation.  As a result of those efforts he was recognized with the Award of Merit, bestowed on those alumni providing meritorious service to the University.  He also serves on the Advisory Council of the Business School Fund.
 
Jeff was formerly on the faculty at New York University, where he taught the Investments section in the Certified Financial Planning (CFP) Program in the School of Continuing and Professional Studies.
 
Jeff holds a B.A. degree in Economics from Yale University, where he was a member of the varsity wrestling team.  He earned an M.B.A. degree from the Stanford University Graduate School of Business.  Jeff also holds the CFP® charter.