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Jeffrey T. Smith | TIAA Bank

(415) 846-4422 1100 Larkspur Landing Circle, Larkspur, CA 94939 M-F 8:30am-5:30pm, Sa-Su Closed Official site

Categories: Loans, Mortgages Brokers

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Jeff earned his undergraduate degree from the University of California, Davis. He also holds a Masters in Business Administration, with an emphasis in finance, from the Haas School of Business at the University of California, Berkeley. He is a registered Series 65 Investment Advisor Representative, licensed California Real Estate Agent/Mortgage Loan Originator, and a Personal Finance Advisor at Opes Advisors. Jeff and his wife, Melanie, live in Mill Valley with their two daughters. Jeff works closely with: Realtors, Family Law Attorneys, Estate Attorneys and CPA/EA’s. Additional Certifications and Awards: •MBA UC Berkeley • Haas School of Business BA • Personal Finance Advisor • Top 1% mortgage originator in the US (Mortgage Executive)

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