Craft Your Dream Retirement with Jeff Brandeis
Jeff Brandeis, on a mission to empower individuals since 2002, specializes in helping families plan and safeguard their financial future. Formerly a Tax Accountant, Jeff Brandeis’s focus has shifted to assisting individuals in attaining the retirement they desire and achieving a debt-free lifestyle.
With personalized retirement plans and effective debt elimination strategies, supported by an exceptional team, Jeff Brandeis delivers fantastic results. Gain a renewed sense of hope and confidence by assessing your financial situation and working together to transform your financial outlook.
For over 20 years, I have been on a mission to empower individuals and families take control of their finances to live better lives and safeguard their financial future.
Jeff’s Story
Jeff Brandeis (pronounced Bran-DICE) was born in Brooklyn NY and grew up in Queens NY. He started his life out in the world of sales at an early age of 7 at which time he sold girl scout cookies on behalf of his sister. Thanks to his efforts she quickly became the number one girl scout cookie seller in her area through Jeff’s natural talents for communication and customer service.
“I am passionate about helping others live their best lives.”
Your transformative journey starts with understanding and changing spending habits to revolutionize your financial well-being.
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In college, Jeff completed a degree in Business Administration majoring in Accounting from Baruch College and went on to receive a MBA in Taxation from Long Island University-CW Post.
He worked for KPMG Peat Marwick and Hertz Herson CPA in New York for 5 years. From there, Jeff went on to work for a tax processing company and quickly was promoted to Manager as he used the power of process that he learned in his Accounting career into his sales career.
It took little time before he became their top sales representative where after Jeff went on to become the Vice President of Sales with Wolters Kluwer – CCH Incorporated. He went on to other companies to run, manage and expand their sales organizations, programs, producing stellar results each time as VP of the respective company.
Jeff's Passion
Jeff’s passion has always been helping others achieve more. Working, training, leading teams. Jeff learned early on in his career to help people save money while he had his tax practice.
Having engaging conversation with his clients, understanding not only their financial situations but their lives built a special repore that his clients truly appreciate and love. Jeff doesn’t rush, doesn’t make judgements about people. He treats people as if he was on the other side of the desk. A unique but what should be a common approach.
Jeff also got certified in Neuro Linguistic Programming and incorporates techniques he learned into his speeches and conversations with people. Jeff’s low key, High Impact approach to people have not only increased his reach but also has elevated Jeff to engaging presentations and keynote speaking events.
As a business owner now, he has appeared on numerous platforms including TV, Radio, had a podcast (How We Scaled!) and is an international speaker/trainer. He is about to launch another podcast (Nest Egg Know How) and an online course (Nest Egg Growth) He also volunteered with SCORE where he provides guidance and advice to entrepreneurs seeking financial, sales and marketing strategy. He has been featured on Times Business News and has appeared on the ABC The List and many other outlets. Jeff’s mission is to impact people both professionally and personally. His speeches, his trainings do exactly that. Jeff has also produced and published several books and ebooks.
Jeff also got certified in Neuro Linguistic Programming and incorporates techniques he learned into his speeches and conversations with people. Jeff’s low key, High Impact approach to people have not only increased his reach but also has elevated Jeff to engaging presentations and keynote speaking events.
As a business owner now, he has appeared on numerous platforms including TV, Radio, had a podcast (How We Scaled!) and is an international speaker/trainer. He is about to launch another podcast (Nest Egg Know How) and an online course (Nest Egg Growth) He also volunteered with SCORE where he provides guidance and advice to entrepreneurs seeking financial, sales and marketing strategy. He has been featured on Times Business News and has appeared on the ABC The List and many other outlets. Jeff’s mission is to impact people both professionally and personally. His speeches, his trainings do exactly that. Jeff has also produced and published several books and ebooks.
My passion has always been helping others achieve more. I believe that financial education is the key to save money and live a far more confident worry-free life.
Plan Today For Tomorrow with Jeff Brandeis