Jeff A. Wachtman Portfolio Manager, Financial Advisor

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Proficient in risk-managed investing programs, Jeff is well known for his passion to help retirees preserve and increase their income. With more than 30 years of professional financial services experience, Jeff is well recognized as an educator for seniors to avoid the most common investment mistakes and reach their personal financial goals.

Jeff’s educational approach stems from his early career, beginning in 1986, with a large national insurance company, where he specialized in investment products and training. By 1996, he became a founding partner of an investment group. Jeff is a registered securities professional holding Series 63 and 65 securities licenses. Additionally, he has Washington State Life, Health & Disability insurance licenses, and is an approved affiliated Dave Ramsey Advisor.

With an ongoing desire to equip and educate the community, Jeff’s articles on successful investing and dynamic asset management are published in several publications; including The Daily Olympian, Moni-Research and multiple online investment advisory websites. Over the years, his articles contributed to a select community of hedge fund managers and traders on a prominent subscription website. Additionally, he has provided advisory services to mutual funds and managed investment programs through Select Advisors; a network of about 600 programs from top money managers across the nation.

Jeff married Jonel in 1982 and within two years they moved to the Pacific Northwest where they enjoyed raising their four children and now passionately enjoy their 12 grandchildren.



We want to do all we can to keep our clients, team and community safe during this Coronavirus health crisis. Therefore, CAPSTONE is practicing social-distancing and all client reviews will either be by phone or video conferencing.
While our lobby remains closed, our phones are open, and team is ready to meet your needs.
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