Raelene Jo Jeffery, CFP®, CLU®

Wealth Management Advisor

Professional

Raelene Jeffery has extensive experience helping individuals and families manage their wealth.  Sharing Northwestern Mutual's commitment to education and professional development, Raelene is committed to continually challenging herself to stay abreast of current and changing financial trends. 

EDUCATION

  • Washington State University, B.A.
  • University of Puget Sound,    M.B.A.

MEMBERSHIPS & AFFILIATIONS

  • CERTIFIED FINANCIAL PLANNER™ certification
  • Chartered Life Underwriter certification
  • Financial Planning Association
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  • BACKGROUND
  • Partner, Eagle Harbor Asset Management
  • Director - Investment Services, The Trust Company of Washington
  • VP & Sr. Investment Officer, The Bank of California
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck