Jeff A. Wachtman

Wacthman 4x_1958

Jeff has decades of experience helping clients grow their assets and creating sustainable income streams from a lifetime of accumulation.  Mr. Wachtman began his career in 1986 with a large national insurance company and was appointed Regional Investment Products Specialist and Training Coordinator.  In 1996, in the pursuit of broader access to investment opportunities for his clientele, he became the founding partner of Cambridge Financial Services, Inc.  He has been educating seniors in the Puget Sound area for over 30 years on how to avoid the most common investment mistakes.

Mr. Wachtman’s articles on Successful Investing and Dynamic Asset Management have been published in several publications including The Daily Olympian, Moni-Research and in online investment advisory websites.  He has also provided advisory services to mutual funds and has managed investment programs through Select Advisors, a network of approximately 600 programs from top money managers across the country.

Jeff chose the Pacific Northwest to raise his family, moved here in 1984, and enjoys all that it offers with Jonel – his wife of 34 years, four children, and twelve grandchildren!