Qualified Plan Advisors
Jeff Dorfman, CFP®, ChFC®, has extensive work experience in the financial industry. Jeff is currently the Managing Principal of the Retirement Practice at Qualified Plan Advisors, a position they have held since December 2017. Prior to this role, they served as a Business Development Manager at Ascende - an EPIC Company from September 2014 to December 2017.
Before joining Ascende, Jeff worked as a Sales Director at HelloWallet from November 2013 to August 2014. Jeff also gained significant experience at Ascende as a Senior Consultant from January 2005 to October 2013. During the same period, they were also a Senior Adviser at Ascende Wealth Advisers, Inc.
Jeff began their career at Mellon HR Solutions in July 2000 as an Assistant Operations Manager, where they worked until December 2004.
Overall, Jeff Dorfman's work experience reflects a strong background in retirement planning, business development, sales, and financial consulting.
Jeff Dorfman, CFP®, ChFC® received a Bachelor of Science degree in Political Science and History from Tufts University in 2000. Jeff obtained the Certified Financial Planner (CFP®) certification in 2011 and the Chartered Financial Consultant (ChFC®) certification in 2013.
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Qualified Plan Advisors
Qualified Plan Advisors (QPA) utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. QPA focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services that include participant education and enrollment services, professionally managed allocation portfolios, plan design review and maintenance and ERISA 3(38) and 3(21) fiduciary services. QPA’s goal is simple: To provide Plan Sponsors and participants meaningful professional services that have integrity at their core. The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement. Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” 6201 College Blvd., Suite #150, Overland Park, KS 66211