Jeff Croatt, MS, CPFC®

Account Executive

Jeff is an account executive for Spectrum Investment Advisors, providing one-on-one investment consultations to retirement plan participants. He earned a BS in Secondary Education from UW-Whitewater and a MS in Guidance & Counseling from UW-Milwaukee. He holds the Investment Adviser Representative license (Series 65)and has been in the retirement plan industry since 2011. Prior to joining Spectrum Investment Advisors, Jeff was a mathematics instructor and school counselor, retiring from the field of education after 39 years.

 

 

 

CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those working with consumers in a one-on-one setting.  Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
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