Jeff Kane

Jeff Kane, CFP® CWS® BFA ABFP®, is the Lead Advisor at Root Financial Partners, where they focus on helping clients achieve their individual financial goals. With a diverse background that includes roles as a Wealth Advisor at Charles Schwab and a Financial Advisor at Edward Jones, Jeff has developed extensive expertise in financial advising. Prior to their current positions, they gained valuable experience in media buying and patient services coordination. Jeff's commitment to professional development is evident through their qualifications as a certified financial planner and wealth specialist.