Jeff is the President and owner of Cahill Financial Advisors, Inc. He specializes in providing complex and innovative financial solutions to individuals and families to create a plan designed to realize long-term goals.
Jeff and his wife Alley live in Edina with their four children. He is very active in the Edina community as a member of the Rotary Club of Edina and served as club President in 2014-2015. He is a current board member and Treasurer for the Edina Athletics Booster Club, has served on the board of the Edina Community Foundation and is currently a Director Emeritus. He is the immediate Past-President of the Normandale Lutheran Church Foundation, and is also a member of the Edina Chamber of Commerce, the Financial Planning Association and a past board member of the Southdale YMCA.
Focus
- Investment analysis and implementation
- Financial planning
- Retirement planning
Experience
- President – Cahill Financial Advisors, Inc.
- Private Wealth Manager – The KNW Group
- Private Client Consultant – Charles Schwab Inc.
- District Manager – Automatic Data Processing, Inc.
Education
- B.S. Finance - University of Minnesota
- CERTIFIED FINANCIAL PLANNER™
Memberships
- Financial Planning Association
Blog Articles by Jeff
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Welcome Andy Tate, Ben Setterlund and Scot Bolland
November 20, 2020
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The Benefits of Asset Allocation
January 22, 2019
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Schwab is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Schwab neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Cahill Financial Advisors under which Schwab provides Cahill Financial Advisors with services related to your account. Schwab does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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Fidelity is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Fidelity neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Fidelity does not endorse or recommend the investment strategy of any advisor. Fidelity has agreements with Cahill Financial Advisors under which Fidelity provides Cahill Financial Advisors with services related to your account. Fidelity does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.
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SEI Investmensts is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. SEI Investments neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, SEI Investments does not endorse or recommend the investment strategy of any advisor. SEI Investments has agreements with Cahill Financial Advisors under which SEI Investments provides Cahill Financial Advisors with services related to your account. SEI Investments does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by SEI Investments or a solicitation of any offer to purchase or sell any securities.