Jeff Buffum, CFP®, ChFC® in

Jeff Buffum, CFP®, ChFC®

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Wealth Management Advisor at Buffum Wealth Management
📍 New York, New York, United States

Jeff is an accomplished Wealth Management Advisor and the founder of Buffum Wealth Management. A CERTIFIED FINANCIAL PLANNER® professional and graduate of Ithaca College, he is consistently recognized by Forbes as a Best-In-State Advisor. He specializes in creating customized wealth strategies for families, business owners, and executives.

Outside of his financial practice, Jeff is dedicated to philanthropy as the founder of the Angel Compass Network for Charity. This organization focuses on building a network to support local children in need by hosting events and partnering with smaller, local charities to maximize community impact.

After 17 years in the business, he was recently invited to speak at a Northwestern Mutual regional conference.

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Experience
18 Years
Current Role
Wealth Management Advisor
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jeff cares about

Comprehensive Wealth Management
He focuses on helping clients accumulate, preserve, and distribute their wealth through customized, innovative solutions and a detailed planning approach.
Local Philanthropy
He founded the Angel Compass Network for Charity, an organization dedicated to supporting smaller, local charities to directly benefit children in his community.
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Career

Work history

3-2018
Wealth Management Advisor
Buffum Wealth Management
2-2013
Founder
Angel Compass Network
8-2008
Financial Advisor
Buffum Wealth Management
1-2008 - 5-2008
Intern
Merrill Lynch
In the press

Media appearances

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Education
2004 - 2008
Bachelor of Arts
Ithaca College
CFP® Certified Financial Planner
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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