Jeff Doan, a Certified Financial Planner® at Craft Wealth Services, brings a decade of experience in assisting individuals and families in achieving their financial goals. His journey in wealth management began at ING Financial Partners in 2011, followed by roles in private banking with Wells Fargo Advisors and financial advising with Capital One Investing. Since joining Craft Wealth Services in 2018, Jeff has been instrumental in developing customized solutions for wealth creation and risk minimization for our clients.

With a Bachelor's in Management from George Mason University and a Financial Planning Certificate from Bryant University, Jeff's expertise is in tailoring unique planning structures that serve as a cornerstone for long-term client partnerships. His approach to wealth management emphasizes the uniqueness of each client's situation, focusing on understanding their vision and guiding them on the best path for success. Outside the office, Jeff is an avid golfer, cyclist, and traveler, always eager to explore new places.

Jeff is dedicated to expanding his impact by building strong relationships with more families as Craft Wealth Services grows. His ability to blend comprehensive financial planning with personalized client engagement sets him apart as a trusted advisor in the wealth management landscape.

For professional inquiries, Jeff can be reached at jeff@craftwealthservices.com or 703.348.6610.

 Disclaimer: For more information on Jeff Doan's professional qualifications and services, visit the SEC’s Investment Adviser Public Disclosure (IAPD) website.