Jeff Barnes, CFP, AIFA ®

Senior DC Investment Consultant

EMail: [email protected]

Phone: 901.761.8080

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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.

Education

M.B.A., University of Mississippi
B.A., Managerial Finance, University of Mississippi

Professional Designations

Certified Financial Planner (CFP)
Accredited Investment Fiduciary Analyst® (AIFA®)

Community Involvement

Jeff serves as a board member of the Soulsville Charter School in Memphis, Tennessee and is a member of the Rotary Club of Memphis East where he teaches Junior Achievement.