meet

jeff

AIF® · CPFA

financial consultant

dallas, tx

bio

Jeff Belton is a Financial Consultant who joined the intellicents office in Dallas, Texas in March 2019. He brings over 19 years of retirement plan experience with extensive knowledge in plan design, investment options and participant financial wellness. His career has been dedicated to partnering with plan sponsors, participants, advisors and providers, which gives him unique insight to building the best team needed for achieving the goals of retirement plans and their participants. Jeff believes that relationships are at the core of true financial wellness. He works to engage a team of trusted and transparent resources to best fit each client.

education & certifications

Jeff graduated with a B.S. from the University of Redlands.  In 2007, he earned his designation as a Certified Plan Fiduciary Advisor (CPFA) from NAPA (formerly the Qualified Plan Financial Consultant - QPFC / ASPPA).

 

Additionally, Jeff holds the following designations and has previously passed securities exams:

  • Series 6

  • Series 63

  • Series 65

  • Texas Life Insurance License

my idea of

living the dream

My idea of “living the dream” is having the comfort to follow your heart. Experiencing the freedom to pursue your passions with confidence. There is little value in saving for retirement if you never develop the confidence to enjoy it.

dream job

this is my

I love being able to help transform the way people view retirement benefits in the workplace. The exposure to retirement plan sponsors, participants and advisors over the past 20 years has taught me that a critical component to financial wellness is confidence. We can help people put a thoughtful plan into place that expresses their dreams and what actions it will take to realize them. Its fulfilling to see the confidence people have when they know their actions today are aligned with their dreams for tomorrow.

this is how i

make it real

Water is my life force! When I am not saving the world from perpetual work, you can find me paddle boarding, wake surfing, wakeboarding… or just floating around.

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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