Jeff Barnes, CFP, AIFA ®

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Jeff Barnes, CFP, AIFA ®

Senior DC Investment Consultant

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  • Overview

    Jeff is a senior consultant for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. He specializes in continuing education program instruction for Certified Public Accountants, attorneys and defined contribution plan sponsors.

    Jeff has been featured in several regional publications including the Memphis Business Journal and the Mississippi Lawyer Journal.

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