Our Team

Jeffrey A. Pfleger is Managing Principal of Pfleger Financial. Jeff heads the private client division specializing in tax efficient investments and financial planning strategies for high net worth individuals in the US and abroad.

Prior to Pfleger Financial, Jeff was a Senior VP at Bessemer Trust, delivering investment and fiduciary services to its ultra-high net worth clients. His primary responsibilities were expanding client relationships in the Southeast region and delivering unique and customized tax and financial strategies to individuals and families.

Jeff began his career with KPMG as a CPA in Miami. Jeff Pfleger attended Vanderbilt University and holds an M.B.A. from the University of Miami. He holds degrees in Finance and Accounting and worked as an active CPA for the State of Florida. He is Registered Representative through M Holdings Securities, Inc. and is a past qualifier for Million Dollar Round Table and Top of the Table.

Jeff has been active with many professional groups and civic boards including the Orange Bowl Committee, American Red Cross and the Estate Planning Council.

CA Insurance License #0I15644

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients.  All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/#  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.