Jeffrey Sobon is a Senior Client Services Specialist at Johnson Brunetti Retirement & Investment Specialists since January 2022, previously serving as the Team Operations Manager at Charter Oak Financial from May 1999 to December 2021. With over two decades of experience in the financial services industry, Jeffrey Sobon has developed expertise in various roles, including Financial Advisor and Operations Manager for the Heritage Team. Jeffrey Sobon holds Series 7 and 63 licenses, along with licenses in life and health insurance. Jeffrey Sobon earned a Bachelor of Science degree in Business Management from the University of Connecticut, where studies were completed from 1995 to 1999.
Johnson Brunetti Retirement & Investment Specialists
Johnson Brunetti is an independent Retirement and Investment Specialty firm with neighborhood offices located throughout Atlanta, Boston, and Hartford. Our firm was built based on the foundations of integrity, and trustworthiness and creating a sense of confidence for our clients as they approach their retirement years. Founded in 2003, the firm has grown to a staff of over 35. Joel Johnson, CFP®, and our team of experienced professionals have successfully helped and guided over 5,000 families through the retirement planning process. We offer complete services to address all of our client’s financial priorities: - Retirement Planning - Estate Planning - Asset Management - 401K Guidance - Wealth Protection - Long-Term Care Insurance Options Our goal is to take the fear out of your financial future and give you confidence in what lies ahead. For our Page Commenting Guidelines, please visit: https://johnsonbrunetti.com/johnson-brunetti-on-linkedin/ Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.