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Jeff Waite specializes in comprehensive financial planning and wealth management for high-net-worth professionals, physicians, and corporate executives. He has the privilege of serving companies such as Nike, Adidas, Columbia, Amazon, Google, Warner Brothers, and many more. Jeff’s ultimate mission is to help his clients feel confident and secure about their financial future and produce the best outcomes possible.
For over 35 years, he has been helping clients address the numerous and varied challenges associated with financial planning. Jeff starts by gathering a full understanding of each client’s unique vision for their lives and what is important to them. He builds upon that knowledge by getting a complete picture of their existing financial strategies and identifying inefficiencies. Jeff works extensively with his clients to formulate a specialized approach to mitigate financial risk and orient them towards reaching their financial goals and maximizing their potential.
Jeff and his team stay engaged with his clients throughout every step of the financial planning process by providing them with the knowledge, resources, and tools they need for success. He commits to building long-term professional relationships and friendships with many of them. The most rewarding part of Jeff’s work is providing motivation, expertise, and guidance to his clients so that they have a clear path forward in accomplishing their goals and achieving financial success as early in their lives as possible.
Jeff is a Chartered Financial Consultant (ChFC), an advanced financial planning designation awarded by The American College of Financial Services. Most recently, Jeff was named to Forbes “Best-in-State” Top Financial Security Professionals list for 2022 as determined by SHOOK® Research.
Jeff currently resides in Portland, Oregon with his wife, Victorya. He is the proud father of four wonderful children, which he views as his greatest accomplishment. When he is not working with his clients or spending time with his family, he enjoys reading, cooking, and hiking.
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
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Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
Forbes "Best in State" Top Financial Security Professional award is not issued or endorsed by Guardian or its subsidiaries. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay Forbes and Shook for usage rights of the ranking logo.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WAITE & ASSOCIATES is not an affiliate or subsidiary of PAS or Guardian. PACIFIC ADVISORS LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0G55958. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.