Broker Check
Jeff Hwang, CFP®, CRPC

Jeff Hwang, CFP®, CRPC

Partner / Lead Advisor

Jeff Hwang joined the firm in 2009 in order to care for the financial needs of clients with excellence, objectivity and in a personalized manner.  He enjoys assisting private business owners, health care professionals and corporate executives, in navigating complex issues as they transition through their financial lives.  Along with his team, Jeff uses the firm’s planning and investment process to help clients envision their ideal lives, and make smart financial decisions to move them toward their goals with confidence and clarity.

A graduate of Davidson College, Jeff served as a Financial Advisor at a Fortune 50 Wealth Management Firm before joining DMJ Wealth Advisors in his role as advisor.  Jeff serves on the leadership team for the firm, and maintains responsibility for the Investment Committee at DMJ Wealth Advisors.

Jeff enjoys living life to the full with his wife Stacy and their three boys Noah, Joshua, and Benjamin. He can often be found on the sidelines of his boys' athletic events, at their school as a parent volunteer or enjoying the outdoors.

 

MEMBERSHIPS

Graduate, Leadership North Carolina

Member, Greensboro Society of Financial Service Professionals (SFSP)

Member, Greensboro Estate Planning Counsel

Member, Financial Planning Association (FPA)

CREDENTIALS & COMMUNITY

Certified Financial Planner TM (CFP®)

Chartered Retirement Planning Consultant (CRPC)

NC Life and Accident Insurance License

Member, HIFON Group

Committee Member, Greensboro Young Life

Governing Board, SEI Registered Investment Advisor Community

Previous Chair, SFSP Young Professionals

Past-President, Greater Greensboro Medical Group Managers