Jeffrey Alderfer

Jeffrey Alderfer, CFP®, currently serves as the Director of Financial Planning at Islamorada Investment Management since February 2023, focusing on fee-only financial planning. An adjunct faculty member at Temple University since January 2017, Jeffrey also held the position of Chief Operating Officer at KCA Wealth Management from June 2021 to September 2022. Prior experience includes roles as a Personal Financial Counselor at Zeiders Enterprises, Inc. from September 2016 to June 2021, Principal at Convergent Financial Strategies LLC from November 2011 to December 2016, and Principal at Alderfer Financial Planning LLC from April 2005 to November 2011, all as a fee-only certified financial planner. Jeffrey's background includes military service in the United States Air Force from May 1979 to August 1999 as a pilot, vice commander of the 913th Airlift Wing, and air force reserve advisor for US Special Operations Command. Jeffrey Alderfer obtained a Bachelor of Science in Aeronautical Engineering from the United States Air Force Academy and a Master of Science in Systems Management from the University of Southern California.