Jeff McDermott
CFP®, CSLP®
Create Wealth Financial Planning, LLC
Founder
Jeff McDermott
CFP®, CSLP®
Create Wealth Financial Planning, LLC
Founder
Making financial planning accessible to everyone, earlier in life, to create the greatest impact - Jeff McDermott, CFP®, CSLP®
Fee-Only financial planner located in Saint Johns, FL, serving clients locally and across the country
Jeff McDermott is a Saint Johns, FL fee-only financial planner that is pleased to work virtually with clients across the country. Create Wealth Financial Planning, LLC is built to meet the needs of young families and young professionals as they grow their wealth for the purpose of living a richer life. Even if you are just starting your financial journey and haven't built your nest egg up yet, Create Wealth Financial Planning, LLC is here to serve you. As a fee-only, fiduciary, and independent financial advisor, Jeffrey McDermott is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeff McDermott, CFP® is a fee-only financial planner at Creat Wealth Financial Planning located in Saint Johns, FL.
While my interest in personal finance dates back to grade school “stock picking” assignments and investment fundamentals senior projects in high school, my career helping individual investors began in 2003. After spending time managing a branch office for a large online brokerage firm, I joined one of the nation's largest retirement plan providers as an advisor providing comprehensive financial planning advice for high net worth clients.
I received a bachelor's degree in finance and an MBA both from the University of Central Florida. In 2016 I completed the requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation. Over time I have gained nearly two decades of experience evaluating investments, retirement plans, insurance offerings, and many of the complicated elements of your financial life you may be struggling with.
I always had a vision for a firm dedicated to helping people become financially independent, not just helping those who are already there. The decisions we make early in our financial lives, whether they are good or bad, will compound positively or negatively for decades into the future. In 2020 I founded Create Wealth Financial Planning to help the individuals and families I work with make positive financial decisions while they still have time to make a dramatic impact.
In between client meetings I like to keep a clear head playing piano - usually classical or rock songs, or weightlifting out in the garage and getting myself ready to compete someday. I also enjoy working on my public speaking as a member of the Deerwood Toastmasters of Jacksonville, FL. On a nice morning you might catch me hacking up the golf course. I married my wonderful wife Michele in 2007 after we met in college a few years earlier. We live in Saint Johns, Florida raising our two amazing daughters and we love spending time with family and friends, a quick trip to St. Augustine or to the beach, and cheering on our favorite sports teams.
Jeff McDermott is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Ongoing financial planning for those still working on their financial master plan.
Jeff McDermott founded Create Wealth Financial Planning with a vision to serve those who are still on their path to wealth accumulation. Young Professionals, Young Families, Gen X and Gen Y don't always have access to the same quality of finanicial planning those who have already accumulated a sizable nest egg do. At CWFP we work with you to define the ideal life you want for yourself and those around you and to put a solid plan in place earlier in life to make those dreams a reality.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Growing Families
- Young Professionals
- Mid-Career Professionals
- Sudden Money Situations
- Business Owners and Executives
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Monthly Pricing
Professional Designations & Affiliations
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Jeff McDermott is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeff McDermott is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jeff McDermott is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeff McDermott is a Certified Student Loan Professional (CSLP®)Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.
Contact Jeff McDermott
Office Locations:
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155 Bartram Market Dr
Suite 135 #205
Saint Johns, FL 32259
