Jeff Green, CPWA® specializes in comprehensive financial planning for business owners and professionals, bringing a strong background in wealth management and offering tailored strategies in financial planning, asset management, estate planning and risk mitigation.

As a Certified Private Wealth Advisor®, Green has advanced expertise in managing the complex financial needs of high-net-worth individuals and families.

The CPWA® certification covers key areas including:

• portfolio strategies

• tax planning

• risk management

• estate planning

• wealth transfer

The CPWA® designation underscores Green’s commitment to the industry’s highest ethical standards in providing objective, client-first advice tailored to their specific goals and values.

As founder of Nexus Wealth Strategies, Green continues his role as a financial advisor and private wealth advisor for Silver Oak Securities, Inc., recently recognized as one of the fastest-growing independent broker-dealers in America. Prior to this venture, he served as a financial advisor for Strategic Financial Partners, a MassMutual/MMLIS firm. 

In addition to his work in finance, Green brings a unique design mind to all he does, having devoted his early career to creative services for businesses and global brands centered on brand development, identity design and digital media. 

Additionally, Green is a professional artist whose work has been showcased in Miami, Chicago and Los Angeles through his relationship with the Nashville, Tennessee-based Cumberland Gallery. He also founded Zero Hour USA, a social enterprise supporting veterans’ charities.