Broker Check
Jeff Wunsch, CFP®

Jeff Wunsch, CFP®

Vice President / Financial Advisor

Jeff Wunsch is one of the leaders of the Woodbury Wealth Management Team, which uses Equitable Advisors as the Broker/Dealer. Jeff had been a client of Equitable Advisors for a number of years before making the career switch to pursue his dream of becoming a CERTIFIED FINANCIAL PLANNER™ professional. After a long and successful leadership career at Coca-Cola, Jeff began his career as a Financial Professional with Equitable Advisors, earning his CFP® designation and joined the Woodbury Wealth Management team.

Jeff graduated college from the University of Wisconsin-Eau Claire, obtaining a B.S. Marketing, and went on to earn his Masters of Business Administration from the University of Houston in 2003. In 2015, he was awarded his Certificate in Financial Planning from Northwestern University, paving the way for his CFP® Certification. Additionally, Jeff holds FINRA (Securities Registrations) Series 7, Series 66, along with his Life & Health Insurance License.

Jeff’s primary focus is to help his clients navigate the many complex issues involved in comprehensive financial planning. He builds strong, long-term relationships with his clients by providing sound advice and guidance to help them reach financial independence.

Jeff lives in Savage, MN with his wife, Kim, and their three children Carter, Kendall and Cole. In his free time, Jeff enjoys spending time at his family cabin, coaching his son’s in baseball, and serving on the Board of Directors at his church.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
California Insurance License #: 0M51037

 

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