Jeffrey Belokin is a financial planner and investment advisor whose goal is to help individuals and businesses reach their financial objectives. Jeffrey believes the best client relationships are trusting ones earned the old fashioned way, honest conversations face to face.
Jeffrey is a graduate from Illinois State University with a degree in finance. He entered the financial industry with a fortune 100 bank. He would spend another 9 years with one of the oldest planning firms in the United States, and in 2017 joined with business partner Michael Grabill to create Wealth Building Strategies.
He grew up in the western suburbs of Chicago, and became enamored with bad sports teams and deep dish pizza. Jeffrey moved to Tucson in 2006 where he met his wife, Stephanie. Pandemic or not, things are always interesting and busy with a 2, 4, and 8 year old running around.
Here's something to keep in mind as you look at folks to help with your life's works, the advise industry is not short of preachers. Investors should sort through them to find the doers. The thing about practice what you preach is it requires 2 behaviors. That concept alone can help you sort your advisors. Find the ones that do both and more fruitful relationship with your advisors are forthcoming.