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Jeff Dorfman

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Jeff Dorfman

Managing Principal, CFP®, ChFC®, AIF®

LinkedIn

Jeff is a Managing Principal within the Houston office of QPA. In this role, Jeff is responsible for overseeing client operations, serving as lead client advisor and assists as a subject matter expert in various areas of compliance. Prior to joining QPA, Jeff joined Ascende in 2005 as a senior associate on the retirement team and progressed into a business development role. In this role, he was responsible for communicating the Ascende value to business leaders and the broader community. Through these interactions, he identifies opportunities to improve employee programs and/or administrative services, as well as to better manage costs and optimize a company’s return on investment in human capital.

Jeff also served as a senior adviser for Ascende Wealth Advisers, Inc. (AWAI). He has over fifteen years of experience in benefit plan administration and consulting with responsibilities ranging from SEC, IRS, and DoL compliance, employee education, performance analysis, merger and acquisition assistance and plan design consultation.

Jeff also brings over fifteen years of Defined Contribution and Defined Benefit plan administration management, consulting, and investment advisory experience. Prior to joining Ascende, Jeff worked in DC, DB, and non-qualified plan administration at Mellon HR Solutions. He also served as sales director for HelloWallet, an internet start-up focused on holistic financial wellness for employees. HelloWallet was acquired by Morningstar in 2014.

He is a licensed life/health representative, has passed the 65 securities exam and holds the Certified Financial Planner (CFP ®), Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF®) designations. Jeff received a Bachelor of Science degree in history and political science from Tufts University. He has been interviewed for the Houston Chronicle for his extensive work on fiduciary management responsibilities.

 

Articles by Jeff Return to Team Page

Jeff Dorfman

Jeff Dorfman

Managing Principal, CFP®, ChFC®, AIF®

LinkedIn

Jeff is a Managing Principal within the Houston office of QPA. In this role, Jeff is responsible for overseeing client operations, serving as lead client advisor and assists as a subject matter expert in various areas of compliance. Prior to joining QPA, Jeff joined Ascende in 2005 as a senior associate on the retirement team and progressed into a business development role. In this role, he was responsible for communicating the Ascende value to business leaders and the broader community. Through these interactions, he identifies opportunities to improve employee programs and/or administrative services, as well as to better manage costs and optimize a company’s return on investment in human capital.

Jeff also served as a senior adviser for Ascende Wealth Advisers, Inc. (AWAI). He has over fifteen years of experience in benefit plan administration and consulting with responsibilities ranging from SEC, IRS, and DoL compliance, employee education, performance analysis, merger and acquisition assistance and plan design consultation.

Jeff also brings over fifteen years of Defined Contribution and Defined Benefit plan administration management, consulting, and investment advisory experience. Prior to joining Ascende, Jeff worked in DC, DB, and non-qualified plan administration at Mellon HR Solutions. He also served as sales director for HelloWallet, an internet start-up focused on holistic financial wellness for employees. HelloWallet was acquired by Morningstar in 2014.

He is a licensed life/health representative, has passed the 65 securities exam and holds the Certified Financial Planner (CFP ®), Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF®) designations. Jeff received a Bachelor of Science degree in history and political science from Tufts University. He has been interviewed for the Houston Chronicle for his extensive work on fiduciary management responsibilities.

 

Articles by Jeff Return to Team Page

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